SEC-registered firm
Registration does not mean the SEC approves or recommends the firm, and it does not imply a certain level of skill or training.
Sas Financial Advisors, LLC.
San Francisco, CA
CRD 288015
Firm filing updated September 2, 2026 ·
- $167MAssets
- 5Advisory staff
- 471Accounts
Fees and minimums
- Hourly feesAsk the firm for the rate
All fee types on the form
- Percentage of assets under managementYes
- Hourly chargesYes
- Fixed feesYes
- Subscription fees (for a newsletter or periodical)No
- CommissionsNo
- Performance-based feesNo
- OtherNo
Who the firm serves
- Individuals111
- High net worth individuals49
See the client table
| Client type | Approximate number of clients | Assets |
|---|---|---|
| Individuals (other than high net worth) | 111 | $35.8 million |
| High net worth individuals | 49 | $131.1 million |
| Charitable organizations | Fewer than 5 clients | $0 |
| Corporations or other businesses not listed above | Fewer than 5 clients | $102,467 |
What the client labels mean
Here, "individuals" includes trusts, estates, and IRAs of individuals. A "high net worth individual" is a qualified client or qualified purchaser.
Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Financial planning services
- Portfolio management for individuals and/or small businesses
Assets and accounts
- Regulatory assets$167.0 million
- Accounts471
- DiscretionaryAll accounts
People
- Employees8
- Advisory staff5
- Broker-dealer reps0
- Licensed insurance agents0
- Planning clients11 to 25
Advisors
1 advisors with a profile on Advisable
Listed A to Z by last name. Not a ranking.
Registration details
- SEC-registered investment advisor. CRD 288015, SEC file 801-124837.
- Registered with the SEC as an investment advisor (status date on record: May 2, 2022).
Is Sas Financial Advisors, LLC. a fiduciary?
Short answer: Sas Financial Advisors, LLC. is registered with the SEC as an investment advisor.
More detail
The SEC put it this way in 2019: 'Under federal law, an investment adviser is a fiduciary.'
The firm does not report commissions, a broker-dealer role, a related broker-dealer, or staff who are broker-dealer representatives.
The firm's Form CRS explains its services, fees and conflicts in plain language: Form CRS.
About this data
Informational only. Advisable Finance is not an investment advisor, does not give investment advice, and does not endorse any advisor.