San Francisco Wealth Planning LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
San Francisco Wealth Planning LLC works with individual and high‑net‑worth clients, offering discretionary portfolio management alongside comprehensive financial planning. The firm’s planning services include ongoing subscription arrangements and one‑time plans, and address topics such as equity compensation, real‑estate investment analysis, retirement and tax planning.
Investment processes combine passive allocation with fundamental and technical analysis and can include the use of separately managed accounts and third‑party sub‑advisers, with the firm retaining oversight and discretionary trading authority for client accounts. Portfolios can be customized for values‑based (ESG) screens and the firm conducts semi‑annual account reviews and periodic monitoring of sub‑adviser holdings.
Noteworthy for a firm of its size, decision‑making and compliance oversight are concentrated with the principal owner, and the firm recently completed SEC registration, reflecting a transition in regulatory status. The adviser also provides tax‑related services (including coordinating tax return preparation), focused equity‑compensation and real‑estate planning capabilities, and maintains a trading policy of executing client orders on an individual rather than aggregated (block) basis.
Client services
Expertise
Fee options
$0 - $1,000,000: 1.00% $1,000,001 - $10,000,000: 0.50% $10,000,001 - $20,000,000: 0.25% $20,000,001 - $30,000,000: 0.20% $30,000,001+: 0.15%
$1,200 per hour for special projects and/or ongoing consulting on wealth planning issues
Typically ranges from $9,000 to $20,000 annually (paid monthly or quarterly in arrears) for ongoing financial planning services, plus an upfront charge between $1,000 and $5,000 for onboarding
Main office
See officePetaluma CA
Advisors at this office
1
Most active in
California · Utah
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:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Andrew H
CFP®, Series 63, Series 66
Draper, UT
San Francisco Wealth Planning LLC
Andrew Hills is a CFP®-certified financial advisor with two years of industry experience. He is currently with San Francisco Wealth Planning LLC, where he has worked since 2025. Prior to his advisory role, he was employed at Fidelity Investments and has experience in education from the University of Utah and Woods Cross High School. San Francisco Wealth Planning LLC serves individual and high-net-worth clients, providing discretionary portfolio management and comprehensive financial planning. The firm combines passive allocation with fundamental and technical analysis, uses separately managed accounts and third-party sub-advisers, and offers customized portfolios that can include ESG screens.
Matthias G
CFP®, Series 63, Series 65
Petaluma, CA
San Francisco Wealth Planning LLC
Matthias Giezendanner is a CFP® professional with eight years of experience in financial advising, currently with San Francisco Wealth Planning LLC. His prior work includes roles at LPL Financial and Planning & Financial Advisors, as well as four years at the Port of San Francisco. In addition to his financial career, he operated Matthias Photography for a decade. San Francisco Wealth Planning LLC serves individual and high-net-worth clients, providing discretionary portfolio management and comprehensive financial planning. The firm combines passive allocation with fundamental and technical analysis, offers customized values-based portfolio options, and maintains oversight of third-party sub-advisers while conducting regular account reviews.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")