Advisor at San Francisco Asset Solutions
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Firm
San Francisco Asset Solutions
Location
Sacramento, CA 95825
Credentials
Series 65
Industry experience
< 1 year
Dustyn Contreras is a financial advisor at San Francisco Asset Solutions with a Series 65 credential and one year of industry experience. His prior work includes roles at Petro 49 and American Hartford Gold, as well as education-related positions at Western Governors University and Colorado River Collegiate Academy. San Francisco Asset Solutions is a newly registered advisory firm that provides customized financial planning, non-discretionary portfolio management, and client education services to individuals, families, and small businesses. The firm emphasizes long-term, globally diversified portfolios and offers free educational seminars and newsletters as part of its focus on client education.
Based on San Francisco Asset Solutions
Based on San Francisco Asset Solutions
Financial planning flat fees range from $200 to $20,000 depending on scope and complexity
1.00% annually, flat rate on entire account balance
$100 per hour
Fee-only: Hourly: $100 per hour; Flat fee: $200 to $20,000 depending on complexity; Monthly retainer: $100 to $2,000 with minimum 3-month commitment
3400 Cottage Way, Ste G2 #29184
Sacramento, CA 95825
California
San Francisco Asset Solutions LLC
2025 - Present (1 year)
Petro 49
2025 - 2025 (1 year)
Western Governors University
2023 - 2025 (2 years)
American Hartford Gold
2023 - 2023 (1 year)
Homemaking
2022 - 2023 (1 year)
Hilton Grand Vacations
2022 - 2022 (1 year)
Homemaking
2021 - 2022 (1 year)
Momentum Solar
2020 - 2021 (1 year)
Colorado River Collegiate Academy/ Job Corps
2016 - 2020 (4 years)
Bastrop Middle School
2014 - 2016 (2 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
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.
Series 63, Series 65
Sacramento, CA
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