San Francisco Wealth Planning provides financial planning and portfolio management for individuals and small businesses. Financial planning was provided to 26–50 clients last fiscal year.
San Francisco Wealth Planning reports 44 clients. They include 26 high-net-worth individuals and 18 individual clients. Of its assets, 100.0% ($112M across 178 accounts) are managed with discretion. It advised 6 clients without assets under management last fiscal year.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 41% | 10% |
| High-net-worth individuals | 59% | 90% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 18 | $11.4M | 10.2% | $634K |
| High-net-worth individuals | 26 | $101M | 89.8% | $3.88M |
| Total | 44 | $112M | 100% | $2.55M |
- Clients
- 18
- Regulatory AUM
- $11.4M
- AUM share
- 10.2%
- Avg. per client
- $634K
- Clients
- 26
- Regulatory AUM
- $101M
- AUM share
- 89.8%
- Avg. per client
- $3.88M
Total
- Clients
- 44
- Regulatory AUM
- $112M
- AUM share
- 100%
- Avg. per client
- $2.55M
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 6
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 26–50
San Francisco Wealth Planning charges 0.15%–1.00% a year for its Investment Management Services. The fee is billed in arrears and is negotiable. The brochure also prices 2 other services, listed under fee details.
Fee details and sources
Other fees
- Ongoing financial planning
- Ongoing planning is a subscription typically $9,000 to $20,000 a year, or hourly; plus an upfront charge of $1,000 to $5,000.
- Special projects and ongoing consulting
- Special projects and wealth planning consulting are billed hourly at $1,200 per hour, negotiable.
Matthias Giezendanner owns 75% or more of San Francisco Wealth Planning. It has 2 employees.
Staff
- 2 employees
- 2 in advisory functions
- 2 state-registered reps
- Owns 75% or more of San Francisco Wealth Planning LLC
Matthias Giezendanner
Control person · since February 2018
Besides its headquarters, San Francisco Wealth Planning has 0 offices, with 1 listed address with no US state reported.
Contact and registration details
- Legal name
- San Francisco Wealth Planning LLC
- Headquarters
- Not reported
- Website
- wealthsf.com
- Phone
- 415-375-0537
- SEC file
- 801-136604
- Structure
- California LLC
- Fiscal year end
- December
San Francisco Wealth Planning’s named custodian for separately managed accounts is Charles Schwab ($66.3M). San Francisco Wealth Planning does not have custody of client assets.
- Charles SchwabCharles Schwab & Co., Inc. · Westlake, TX · $66.3M100%
At year end, San Francisco Wealth Planning’s separately managed accounts were mostly in funds (87%) and stocks (12%).
What the accounts hold
- Stocks12%
- Funds87%
- Cash1%
How many clients does San Francisco Wealth Planning have?
San Francisco Wealth Planning has 44 clients and manages $112 million for them, as of September 2026. They include 26 high-net-worth individuals and 18 individual clients.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 22 September 2026
What services does San Francisco Wealth Planning offer?
San Francisco Wealth Planning provides financial planning and portfolio management for individuals and small businesses.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does San Francisco Wealth Planning charge?
San Francisco Wealth Planning charges 0.15%–1.00% a year for its Investment Management Services. The fee is billed in arrears and is negotiable.
Which custodians does San Francisco Wealth Planning use?
San Francisco Wealth Planning’s separately managed account assets are held at Charles Schwab & Co., Inc. (Westlake, TX), with $66.3M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 22 September 2026
How many financial advisors does San Francisco Wealth Planning have?
San Francisco Wealth Planning has 2 investment adviser representatives registered with state securities authorities, out of 2 employees, and 2 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does San Francisco Wealth Planning invest in?
At the end of its last fiscal year, San Francisco Wealth Planning’s separately managed accounts held 87% registered funds (mutual funds, ETFs, BDCs), 12% exchange-traded equities and 1% cash and equivalents.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns San Francisco Wealth Planning?
San Francisco Wealth Planning’s direct owner is Matthias Giezendanner (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 22 September 2026
How does San Francisco Wealth Planning get paid?
San Francisco Wealth Planning is paid through a percentage of assets under management, hourly charges and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact San Francisco Wealth Planning?
Its phone number is 415-375-0537. Its website is wealthsf.com.