Pixel Financial Planning
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Pixel Financial Planning serves individuals, high‑net‑worth clients, and select institutional clients such as pension and profit‑sharing plans and businesses, providing investment management, comprehensive and project‑based financial planning, investment consulting, and coordination of tax preparation. The firm also offers educational speaking engagements and seminars on personal finance and retirement topics.
Portfolios are built from client‑specific goals, risk tolerance and time horizon, with a primary emphasis on low‑cost, index‑tracking ETFs and passive allocation informed by Modern Portfolio Theory while incorporating active management in targeted asset classes. The adviser may engage third‑party outside managers and recommends custodians with institutional platforms to implement and monitor client strategies on a periodic basis.
Distinctive aspects include a regular program of public educational seminars and speaking engagements that are explicitly informational rather than individualized advice, and a recent expansion to use outside managers and direct‑indexing solutions. The firm also coordinates with third‑party tax professionals and, for larger client households, may absorb certain third‑party manager or tax‑preparation costs when clients use recommended providers—features that are less common among peers.
Client services
Expertise
Occupation focus
Fee options
Comprehensive Financial Planning upfront fee $1,200 - $3,000; ongoing annual fee $3,000 - $12,000 paid monthly or quarterly; Project-based planning fixed fees up to $5,000
$0 - $250,000: 0.90% $250,001 - $500,000: 0.75% $500,001 - $1,000,000: 0.65% $1,000,001 - $2,000,000: 0.50% $2,000,001 - $4,000,000: 0.40% $4,000,001+: 0.25%
$300/hour for Investment Consulting beyond base services and Project-Based Financial Planning (minimum 4 hours)
Comprehensive Financial Planning ongoing fees paid monthly ($250 - $1,000) or quarterly ($750 - $3,000)
Account minimum: $250,000 Fee-only: Investment Consulting Services: $5,000 to $10,000 base fee, plus $1,500 to $3,000 quarterly monitoring, $300/hour for additional services; Project-Based Financial Planning: fixed fees up to $5,000 or $300/hour (minimum 4 hours)
Main office
San Francisco CA
Advisors at this office
1
Most active in
California
Also doing business as
Pixel Financial Planning · Pixel Financial Planning, LLC · Pixel Planning
Disclosures
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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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