{"url":"https://nivawealth.com/firms/san-francisco-wealth-planning-296438","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/296438","regulatoryAum":112288388,"crd":"296438","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"6480899","suffix":null,"lastName":"Giezendanner","firstName":"Matthias","middleName":"Daniel"},{"crd":"7787982","suffix":null,"lastName":"HILLS","firstName":"ANDREW","middleName":null}],"total":2,"loadedAt":"2026-10-10T00:20:19.761928+00:00","sourceUrl":"https://reports.adviserinfo.sec.gov/reports/CompilationReports/IA_INDVL_Feed_10_09_2026.xml.zip"},"secFileNumber":"801-136604","legalName":"San Francisco Wealth Planning LLC","displayName":"San Francisco Wealth Planning","slug":"san-francisco-wealth-planning-296438","website":"https://wealthsf.com/","classification":{"segment":"individuals","segmentLabel":"Wealth management","type":"independent_wealth_manager","typeLabel":"RIA","feeDisclosure":"full"},"founded":null,"organization":"California limited liability company","fiscalYearEnd":"December","headquarters":{"street":"","city":"","state":"","stateName":"","country":"","postalCode":null},"tradeNames":[],"registration":{"secApproved":"26 June 2026","noticeFilings":null,"latestNoticeFiling":null},"wealthAumPerClient":2552008.8181818184,"staff":{"employees":2,"advisory":2,"brokerDealerReps":0,"insuranceAgents":0,"promoters":0},"aum":{"regulatory":112288388,"discretionary":112288388,"discretionaryAccounts":178,"nonDiscretionary":0,"nonDiscretionaryAccounts":0,"wrapProgram":null,"nonUsClientsPct":0,"nonAumClients":6},"clientTypes":[{"label":"Individuals (other than HNW)","clients":18,"regulatoryAum":11408052},{"label":"High-net-worth individuals","clients":26,"regulatoryAum":100880336}],"feePrograms":[{"role":"main","program":"Investment Management Services","feeBasis":"range","fee_tiers":null,"sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1050287","versionId":1050287,"ratePeriod":"annual","fee_billing":"arrears","submittedOn":"2026-06-30","documentName":"FORM ADV PART 2A & 2B","fee_rate_low":0.15,"fee_rate_high":1,"fee_negotiable":true,"minimum_account":null,"feeMinimumPeriod":null,"fee_minimum_annual":null},{"role":"other","program":"Ongoing financial planning","summary":"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.","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1050287","versionId":1050287,"submittedOn":"2026-06-30","documentName":"FORM ADV PART 2A & 2B"},{"role":"other","program":"Special projects and ongoing consulting","summary":"Special projects and wealth planning consulting are billed hourly at $1,200 per hour, negotiable.","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1050287","versionId":1050287,"submittedOn":"2026-06-30","documentName":"FORM ADV PART 2A & 2B"}],"brochureCoverage":{"scope":"sec_inventory","status":"reviewed","checkedAt":"2026-10-22T16:02:11.82622+00:00","documents":[{"name":"FORM ADV PART 2A & 2B","status":"read","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1050287","versionId":1050287,"submittedOn":"2026-06-30"}]},"custodians":[{"name":"Charles Schwab & Co., Inc.","shortName":"Charles Schwab","location":"Westlake, TX","smaAssets":66297362}],"custodyNote":"San Francisco Wealth Planning does not have custody of client assets.","otherCustodians":[],"leadership":[{"name":"Matthias Giezendanner","title":"Founder, Wealth Advisor, and CCO","crd":"6480899"}],"ownership":[{"label":"Matthias Giezendanner","detail":"Founder, wealth advisor, and cco in the 75% or more ownership band and a control person, since February 2018."}],"branchOffices":null,"filedOffices":{"otherThanPrincipal":0,"privateResidences":0},"listedOfficeAddresses":1,"foreignOffices":[],"officesByState":[],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"415-375-0537","stateRegisteredReps":2,"otherAdviserReps":0,"compensation":["A percentage of assets under management","Hourly charges","Fixed fees (other than subscription fees)"],"activities":["Financial planning services","Portfolio management for individuals and/or small businesses"],"financialPlanningClients":"26-50","assetMix":[{"label":"Exchange-traded equity securities","percent":12},{"label":"Securities issued by registered investment companies or business development companies","percent":87},{"label":"Cash and cash equivalents","percent":1}],"privateFunds":0},"sources":{"adv1FilingDate":"22 September 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/296438/PDF/296438.pdf","brochureDate":"30 June 2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1050287","iapdCompiledDate":null,"retrievedDate":"15 October 2026","retrievedOn":"2026-10-15","updatedOn":"2026-10-22","holdingsUpdatedOn":"2026-10-21","adv1Pages":{},"brochurePages":{}},"otherBusiness":[],"faq":[{"question":"How many clients does San Francisco Wealth Planning have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does San Francisco Wealth Planning offer?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How much does San Francisco Wealth Planning charge?","answer":"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.","source":"FORM ADV PART 2A & 2B, filed 30 June 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does San Francisco Wealth Planning use?","answer":"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","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does San Francisco Wealth Planning have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does San Francisco Wealth Planning invest in?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns San Francisco Wealth Planning?","answer":"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","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does San Francisco Wealth Planning get paid?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How do I contact San Francisco Wealth Planning?","answer":"Its phone number is 415-375-0537. Its website is wealthsf.com.","source":"Form ADV Part 1A, Item 1.F, filed 22 September 2026","sourceRef":{"doc":"adv1","section":"offices"}}],"holdings":null,"notice":"Compiled from public SEC Form ADV filings on the dates in `sources`. Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}