Fog City Advisors

Fog City Advisors, LLC is a fee-only financial and tax planning firm based in the San Francisco Bay Area. Together we design an all-encompassing strategy that takes into account every aspect of your finances. Financial planning is a process, not an event and we are here for you when you need us. Our approach accommodates regular ongoing reviews of key financial areas, with access, or an open-door, to the advisor when needed.

We begin our engagement with an analysis of your immediate financial concerns, and we provide recommendations to address those specific issues. If you require ongoing financial planning services, we continue our engagement by learning more about you. We work with you to ensure that your financial life is meeting your needs, is supporting your goals, and is aligned with your values.