Tiburon Financial Advisors, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$37,095,962
Clients
14
Advisors
1
of 2 employees
About
Tiburon Financial Advisors is a boutique, state-registered advisory firm that works primarily with high-net-worth individuals and nonprofit organizations, providing integrated financial planning and investment advisory services alongside personal tax return preparation and family office support. The firm acts as a fiduciary and documents client objectives in written financial plans and investment policy statements to guide its work.
Investment decisions are built around a strategic asset allocation process with tactical tilts, a mix of passive and active managers as appropriate, and ongoing due diligence; portfolios may include publicly traded securities as well as alternative and private fund investments when suitable. The firm offers both discretionary and non-discretionary management and coordinates with clients’ tax and legal advisors as part of its planning and implementation process.
Distinctive features include the firm’s practice of publishing articles and newsletters and offering educational seminars and workshops for clients and prospects, services that are uncommon among similarly sized supported firms. The firm’s principal also maintains a significant concurrent treasury role at a university overseeing institutional investment and debt responsibilities, bringing institutional investment and fiduciary experience to a small advisory practice that also provides tax preparation and family office services.
Client services
Expertise
Occupation focus
Fee options
Flat fee for financial planning for clients below minimum account size; fees for personal tax return preparation based on complexity
$0 - $1,000,000: 1.00% $1,000,001 - $5,000,000: 0.75% $5,000,001 - $10,000,000: 0.50% $10,000,001 - $20,000,000: 0.25% $20,000,001 - $50,000,000: 0.15% $50,000,001+: 0.10%
Account minimum: $500,000 Minimum fee: Flat fee for clients without minimum account size, based on complexity of financial plan Fee-only: Advisory fees based on asset tiers; flat fees for financial planning if minimum not met; personal tax return preparation fees based on complexity
Main office
Tiburon CA
Advisors at this office
1
Most active in
California · Louisiana
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.
Forms ADV
Quick links
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")