Pixel Financial Planning
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$39,895,128
Clients
30
60% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
30
TypicalAverage account size
$1,329,838
About
Pixel Financial Planning is a small, independent registered investment adviser managing roughly $40 million across about 30 client relationships, primarily serving individual investors while also accepting certain retirement plans and business clients. The firm provides personalized investment management, comprehensive and project-based financial planning, investment consulting, and coordinates tax-preparation services through third‑party providers; it also offers educational seminars and speaking engagements.
The firm builds individual investment policies through client conversations that establish goals, risk tolerance, and time horizon, and generally implements portfolios with passive, asset-class-based strategies while integrating active management in selected areas. Methods of analysis include Modern Portfolio Theory alongside fundamental and cyclical analysis, and the firm offers both ongoing management and limited-scope consulting engagements with quarterly monitoring and reporting.
Noteworthy among peers, Pixel explicitly offers educational seminars and paid speaking engagements as part of its services and provides investment consulting on a limited, discretionary basis — offerings that are uncommon for similarly sized independent advisors. As a single‑advisor practice, the firm emphasizes tailored client-imposed restrictions and coordination with outside tax, legal, and custodial providers rather than in-house tax or legal services.
Client services
Financial planning
Portfolio management
Educational seminars or workshops
Expertise
General retirement planning
Retirement withdrawal strategies
College savings (529s, UTMA, etc.)
Cash flow / budgeting
Business exit / sale strategy
Fee options
Fixed fees up to $5,000 for project-based financial planning; comprehensive financial planning upfront fee $1,200 - $3,000 plus ongoing annual fee between $2,400 and $12,000, paid monthly or quarterly
$0 - $250,000: 0.90% $250,001 - $500,000: 0.75% $500,001 - $1,000,000: 0.65% $1,000,001 - $2,000,000: 0.50% $2,000,001 - $4,000,000: 0.40% $4,000,001+: 0.25%
$300 per hour for investment consulting and project-based financial planning (minimum 3 hours for project-based planning)
Account minimum: $100,000 minimum aggregate account size (may be reduced or waived at firm's discretion); $300,000 for single clients and $500,000 for couples to waive financial planning fees
Main office location
Pixel Financial Planning
San Francisco CA, United States
Number of offices
1
Most active in
Pixel Financial Planning 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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