Andrew Hills
Investment adviser representative at San Francisco Wealth Planning LLC
11 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$112.3MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
11 years in the industry.
- San Fransisco Wealth Planning LLCJun 2026 to now
- San Francisco Wealth Planning LLCOct 2025 to now
- Fidelity InvestmentsJul 2023 to Oct 2025
- University of UtahAug 2018 to May 2023
- Woods Cross High SchoolAug 2015 to Jun 2018
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2023
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 1 state (UT).
San Francisco Wealth Planning LLC
$112.3MAssets managed
44Clients
2Advisers
Under 1 yearIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7787982
- Firm CRD
- 296438