Draper, UT Office

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.