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CFP
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CFP

Tanya Rapacz

The Advisory Group of San Francisco, LLC
17 Years of Experience
Ellicott City, MD
View SEC Summary
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Tanya Rapacz is a CFP-designated registered investment advisor at The Advisory Group of San Francisco, LLC, based in Ellicott City, MD, with 17 years of industry experience. Tanya operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, High Net Worth, and 5 more. Their firm serves 140 clients with $810M in assets under management.

The Advisory Group of San Francisco, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6 advisors
Number of Clients
140 clients
Average Client Portfolio
$5.8M average
Assets Under Management
$809.9M

Fee Structure

Minimum Investment:$100K
Planning is included in investment management (also available separately)
Minimum Annual Fee:$10,000
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.10%

Effective annual fee typically ranges from 0.35% to 1.10% of assets under management. Specific programs like WealthStep charge 0.85%.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
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Location

Ellicott City, MD

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Tanya is the owner/mediator of The Partnership Resource since 2012, providing consulting to business partners in areas like mergers and conflict resolution. This takes a significant amount of Tanya's time, about half her time, during trading hours.

Employment History
Current Registrations
The Advisory Group of San Francisco, LLC
November 2023 - Present · 2 yrs 11 mos
Previous Registrations
Arthur Stein Financial, LLC
February 2019 - November 2023 · 4 yrs 9 mos
Compass Wealth Management, LLC
August 2015 - December 2015 · 4 mos
Garnet Group LLC
August 2006 - November 2009 · 3 yrs 3 mos
Smith Rapacz, LLC
October 2000 - December 2006 · 6 yrs 2 mos
State Registrations1 state
MD
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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