SDM Advisors, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
SDM Advisors provides consulting and financial planning to individuals, corporations, trusts, estates and employer‑sponsored retirement plans, with a pronounced emphasis on pension consulting services for plan sponsors. The firm does not directly manage individual client portfolios or custody assets; instead it refers clients to unaffiliated third‑party money managers.
SDM’s client work centers on developing financial plans and ongoing planning support alongside a suite of retirement plan consulting services—plan assessments, provider and investment‑menu reviews, investment policy oversight and fee benchmarking. When clients seek managed strategies, SDM focuses on selecting, conducting due diligence on, and monitoring third‑party money managers rather than implementing trades or exercising investment discretion itself.
SDM is affiliated with an accounting firm whose professionals provide tax and accounting services to shared clients, and the firm’s principal holds accounting and personal financial specialist credentials—an advisory/accounting combination that is uncommon among peers. The firm’s fee and service model is also atypical for its category: it relies primarily on hourly/flat and subscription planning arrangements and pension consulting engagements, rather than providing in‑house portfolio management or routinely charging percentage‑of‑assets‑under‑management fees for individual clients.
Client services
Fee options
Financial planning flat fees range from $2,500 to $10,000 based on complexity; pension consulting flat fees range from $1,000 to $5,000 per quarter.
Financial planning fees range between $200 to $500 per hour based on complexity.
Annual subscription fees range from $1,200 to $10,000 based on complexity, billed monthly or quarterly increments.
Fee-only: Financial planning fees range between $200 to $500 per hour or $2,500 to $10,000 based on complexity; Pension consulting flat fees range from $1,000 to $5,000 per quarter.
Main office
235 Montgomery Street, 26th Flr.
San Francisco CA 94104
Advisors at this office
3
Most active in
California
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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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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
Advisors at this firm
Daniel R
Series 63, Series 65, Series 66
San Francisco, CA
SDM Advisors, LLC
Daniel Rush is a financial advisor with SDM Advisors, LLC in San Francisco, CA, holding Series 63, 65, and 66 licenses and 15 years of industry experience. His career includes roles at ValMark Advisers, Inc., The Pasha Group, and Eagle Strategies. Outside of advising, he owns rental real estate property in Lakeport, CA. SDM Advisors provides consulting and financial planning services to individuals, corporations, trusts, estates, and employer-sponsored retirement plans, focusing on pension consulting for plan sponsors. The firm does not manage client portfolios directly but refers clients to third-party money managers, emphasizing financial planning and retirement plan consulting.
Stephen M
PFS™
San Francisco, CA
SDM Advisors, LLC
Stephen Mayer is a financial advisor at SDM Advisors, LLC with 11 years of industry experience. He holds the Personal Financial Specialist (PFS™) designation and is also a Certified Public Accountant serving as managing partner of SD Mayer & Associates, LLP. Mayer serves on multiple boards including Presidio Bank, the San Francisco Chamber of Commerce, and several local educational and economic development organizations. SDM Advisors provides consulting and financial planning services to individuals, corporations, trusts, estates, and employer-sponsored retirement plans, focusing on pension consulting for plan sponsors. The firm does not directly manage portfolios but refers clients to third-party money managers and emphasizes financial planning and retirement plan consulting.
Cody M
Series 65, Series 63
San Francisco, CA
SDM Advisors, LLC
Cody Martin is a financial advisor at SDM Advisors, LLC in San Francisco, CA, holding Series 63 and Series 65 registrations with seven years of industry experience. He has worked at Valmark Securities, Inc., Valmark Advisers, Inc., and SDM Advisors since 2019. Martin previously operated Cody Martin Golf, LLC for five years. He currently serves as a board member of the 5 Buckets Foundation, a nonprofit focused on promoting financial literacy. SDM Advisors provides consulting and financial planning services to individuals, corporations, trusts, estates, and employer-sponsored retirement plans, with a particular focus on pension consulting for plan sponsors. The firm does not manage client assets directly but refers clients to third-party money managers and emphasizes financial planning and retirement plan consulting, including plan assessments and investment oversight.
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