r/AskSF•
voiceontheradio

Recs for fee-only fiduciaries (local preferred)

Hi SF/Bay Area people!

I'm looking for recs for fiduciaries who work on a flat or hourly fee basis (no commissions, percentages, AUMs, or minimums).

We are a recently-married early 30s couple who both work in tech. I've done a ton of research and over the past ~10 years started making headway on a pretty decent investment and retirement plan, but would like professional advice. I prefer to learn as much as possible and DIY, rather than pay someone else to manage my finances, so looking for a fiduciary that would work well with that dynamic. I prefer someone local but would take remote recs as well.

Thanks in advance!

Posted Sep 16, 2026, 7:27 PM UTC

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