S
San Francisco Asset Solutions
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$0
Total clients
0
Total advisors
1
of 1 employees
Firm size
Investment Manager
May not manage individual clients
Average clients per advisor
0
Average account size
—
About
San Francisco Asset Solutions is a newly registered advisory firm that offers customized financial planning, non‑discretionary portfolio management, and client education services to individuals, families, and small businesses, and may serve qualified high‑net‑worth clients. The firm’s brochure notes it has not yet provided advisory services or reported any assets under management and states it may publish a free electronic newsletter and conduct free educational seminars and workshops.
The firm conducts portfolio recommendations using fundamental analysis and strategic asset allocation, emphasizing long‑term, globally diversified portfolios comprised of mutual funds, ETFs, stocks, bonds, U.S. Treasury instruments, and cash equivalents. All portfolio management is non‑discretionary (clients approve each trade), accounts are reviewed at least quarterly, and clients receive written quarterly reports along with rebalancing recommendations.
Noteworthy features relative to many peers include a formal commitment to client education — periodic free workshops and a regularly distributed electronic newsletter — and multiple fee options for planning (hourly, flat fee, or monthly retainer) in addition to a stated 1.00% asset‑based portfolio fee. The firm also discloses prior solicitation activity for a precious metals dealer, relies on fee‑deduction safeguards rather than custody of client assets, and has not yet begun serving clients.
Client services
Financial planning
Portfolio management
Newsletters or periodicals
Educational seminars or workshops
Expertise
General retirement planning
College savings (529s, UTMA, etc.)
General estate planning guidance
General tax planning
Cash flow / budgeting
Fee options
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
Main office location
San Francisco Asset Solutions
3400 Cottage Way, Suite G2 #29184
Sacramento CA 95825, United States
Number of offices
1
Most active in
San Francisco Asset Solutions has reported serving >5 clients in these states in the last 12 months.
California
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
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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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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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
Quick links
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