Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingCharitable GivingHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
72 advisors
Number of Clients
2,227 clients
Average Client Portfolio
$7.0M average
Assets Under Management
$15.5B

Fee Structure

Minimum Investment:$1.5M
Financial Planning:Included in AUM fee
Minimum Annual Fee:$14,000
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Location

50 California Street Suite 2600, San Francisco, CA, 94111

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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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Employment History
Current Registrations
Aspiriant, LLC
February 2025 - Present · 1 yr
State Registrations1 state
CA
Advisor
Exams
No exam information available for this advisor.