Applied Advisor
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$0
Clients
127
Advisors
1
of 1 employees
About
Applied Advisor provides fee-only, project-based financial planning and tax preparation to individuals and families with invested assets up to $5 million. Typical clients are pre-retired, salaried professionals earning roughly $115,000–$250,000 who are generally expected to implement recommendations on their own.
The firm favors a buy-and-hold investment approach implemented primarily with no-load mutual funds and ETFs, using model portfolios that are tailored for diversification, tax considerations, and periodic rebalancing. Advice and analysis are delivered on an hourly/project basis and supported by third‑party software; Applied Advisor does not custody or actively manage client accounts.
Notably, Applied Advisor does not provide ongoing portfolio management for individual client accounts and does not charge percentage‑of‑AUM fees, relying instead on hourly and project fees for its planning work. A substantial portion of the practice is tax preparation (seasonally heavier in the first quarter), and the firm does not accept commissions, which may make it atypical among peers that offer asset management or AUM-based billing.
Client services
Expertise
Occupation focus
Demographic focus
Fee options
Flat project minimum fee of $285 for projects lasting 60 minutes or less; $300 minimum for tax preparation projects during specified period
$285/hour for financial planning and investment advisory projects; $300/hour for tax preparation projects (Feb 24, 2026 - Dec 31, 2026)
Account minimum: $285 minimum for all hourly engagements (except tax preparation projects between Feb 24, 2026 and Dec 31, 2026 where minimum is $300) Minimum fee: $285 minimum charge for financial planning or investment advisory projects; $300 minimum for tax preparation projects (Feb 24, 2026 - Dec 31, 2026) Fee-only: Hourly fees charged at $285/hour for financial planning and investment advisory projects; $300/hour for tax preparation projects (Feb 24, 2026 - Dec 31, 2026)
Main office
San Francisco CA
Advisors at this office
1
Most active in
California
Also doing business as
Applied Advisor · Applied Advisor LLC · Applied Advisor Network, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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