Your Trusted Fiduciary Financial Planner in San Francisco
We offer fee-only retirement, investment, and wealth planning in San Francisco, delivering fiduciary guidance that helps you achieve financial security and growth.
What We Offer
Comprehensive Financial Services Planning for Every Stage of Life
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Retirement Planning
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Investment Strategy
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Tax Planning
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Estate Planning
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Risk Management / Insurance Review
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Online Financial Planning Tools
What Sets Our San Francisco Advisory Services Apart
Our team of fiduciary financial advisors in San Francisco is dedicated to building lasting trust through clarity, accountability, and a personalized approach to wealth management. By combining local expertise with fee-only guidance, we provide strategies that help you grow, protect, and preserve your wealth..
Fiduciary Commitment: Independent, client-first advice from trusted San Francisco financial planners, always aligned with your best interests.
Transparent, Fee-Only Planning: Objective financial planning in San Francisco with no commissions, sales quotas, or hidden agendas.
Comprehensive Wealth Management: Strategies covering investments, retirement income planning, tax efficiency, and estate planning.
Adaptive Financial Strategies: Flexible plans that evolve with your goals, lifestyle changes, and financial priorities.e.
Financial Planning for Every Stage of Life
Our fiduciary financial advisors in San Francisco provide trusted, fee-only guidance for professionals, families, retirees, and business owners. No matter where you are in life, our personalized approach ensures that your financial plan evolves with your needs.
Young Professionals: Build a strong foundation with transparent San Francisco wealth management strategies for career growth, retirement savings, and lifestyle goals.
Families: Safeguard your loved ones with comprehensive planning that balances growth, education funding, security, and long-term legacy.
Retirees & Pre-Retirees: Preserve wealth and create reliable income streams through retirement income planning that fits your lifestyle and goals.
Entrepreneurs & Business Owners: Navigate business transitions, tax strategies, and personal finances with the guidance of an experienced San Francisco fiduciary planner.
Our Proven Fiduciary Planning Process
Complimentary Consultation – Explore your priorities and learn how our San Francisco advisors can help.
Discovery & Goal Alignment – Define short- and long-term objectives, including retirement planning, investments, and tax strategies.
Custom Plan Development – Create a tailored strategy designed around your lifestyle, career stage, or retirement goals.
Implementation with Guidance – Put your plan into action with ongoing expert support and fee-only transparency.
Ongoing Reviews & Adjustments – Monitor progress and adapt to life changes with proactive financial planning.
Why Clients Love Us
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“I’ve been working with Jon for the last year or so. He has helped my wife and me get our financial house in order and determine where we stand for retirement. He’s recommended people to help with estate planning, is helping us invest more wisely, has provided great advice regarding the difficult decisions to purchase additional life insurance and long-term care insurance, and has already helped us reduce our tax burden significantly. I’ve referred multiple people to him and will continue to do so. My only regret is that I did not hire him years earlier.”
Relationship to Financial Advisor: Client as of Apr 2, 2024
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest. -
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"My wife and I have first met Ron Sanders nearly 15 years ago. He and his company have managed our retirement assets since that time. We have always been impressed with the service received and the financial performance achieved."
Relationship to Financial Advisor:Client as of Jun 1, 2024
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest. -
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“Dan Miller has helped us a lot to navigate our finances. His experience has made a big difference in helping us understand money management. We trust the way that he manages our investments. He has always provided answers to our questions and has given us much needed guidance with major money decisions. Dan is professional but yet very friendly and approachable. We have recommended him in the past and wouldn't hesitate to do so in the future.”
Relationship to Financial Advisor: Client as of Apr 10, 2024
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interes
Meet Your Advisors
At ONE Advisory Partners, our mission is to bring clarity and confidence to your journey from career success into a fulfilling retirement. Founded on the belief that every client deserves personalized attention and truly unbiased advice, we’ve dedicated our practice to helping successful professionals and families navigate one of life’s most important transitions—retirement.
Our Philosophy
Our founding principle is simple: put the client’s interests first, always. As a fiduciary and fee-only firm, we are committed to objectivity and transparency at every step. Our distinctive, predominately flat-fee structure means you receive advice that’s truly aligned with your goals, not driven by commissions or sales quotas. At ONE Advisory Partners, you’ll find a team passionate about education, empowerment, and delivering measurable value through every phase of your financial life.
FAQs
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Fee-only planners provide advice without commissions, ensuring your financial plan is always designed in your best interest.
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Most fiduciary advisors in San Francisco work on a fee-only model, meaning transparent pricing based on assets under management or flat fees, not commissions.
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We build reliable income strategies using 401(k)s, IRAs, and other investments to help retirees maintain security in a high-cost city like San Francisco.
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Yes. We design investment portfolios and wealth plans that reduce tax burdens while maximizing long-term growth.
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Yes. Our advisors guide families in protecting assets, transferring wealth, and creating a lasting legacy.
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If you want unbiased advice, long-term wealth strategies, and a plan customized for your life stage, fiduciary financial planning is a smart choice.
Ready to start planning your future? Let’s talk.
Take the first step to feeling confident you finally have a solid plan of action to achieve both your financial and lifestyle objectives. Schedule an introductory call today.
