Matthias Giezendanner
Matthias Giezendanner is a CFP-designated registered investment advisor at San Francisco Wealth Planning LLC, based in Petaluma, CA, with 7 years of industry experience. Matthias operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 40 clients with $66M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $10.0M | 0.50% |
| $10M+ | 0.25% |
The annual fees are negotiable.
Fee Estimator
Location
Petaluma, CA
Get directionsHistory
Regulatory History
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.
Learn about disclosures →Employment History
Current Registrations
San Francisco Wealth Planning LLC
Previous Registrations
LPL Financial LLCBroker
LPL Financial LLC
Planning & Financial Advisors
State Registrations1 state
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.