{"id":"86937d04-5c56-43d6-aff4-3e3b7d86d7fc","name":"Kb Financial Advisors","url":"https://citybotmagic.com/us/ca/san-francisco/kb-financial-advisors/","api":"https://citybotmagic.com/api/v1/us/ca/san-francisco/kb-financial-advisors.json","category":"financial_service","categoryLabel":"Financial Service","group":"services_and_business","groupLabel":"Services & Business","address":"90 New Montgomery St  Ste 1001","city":"San Francisco","state":"CA","postcode":"94105","lat":37.787423,"lon":-122.400932,"phone":"+14152739372","phoneDisplay":"(415) 273-9372","website":"https://kbfinancialadvisors.com","socials":[],"description":"KB Financial Advisors is a fee-only financial planning firm in San Francisco specializing in equity compensation, stock options, RSUs, and tax strategy for tech professionals, startup founders, and equity-heavy clients nationwide.","hours":["Mo,Tu,We,Th,Fr 09:00-17:00"],"services":["Financial Planning Services for SF Tech","Equity Compensation Planning","RSU Tax Planning","ISO and NSO Stock Option Planning","QSBS Pre-IPO Planning","Financial Advisors for Tech Founders","Financial Advisors for Tech Professionals"],"prices":[{"item":"Integrated wealth management (financial planning, investment management, tax strategy)","price":20000,"currency":"USD","unit":"annual minimum","source":"https://kbfinancialadvisors.com/contact-us/","seen":"2026-10-14","method":"llm","quote":"We charge a percentage of assets under management with a $20,000 annual minimum."}],"websiteChecked":"2026-10-14","sources":[{"dataset":"BrightQuery","license":"CDLA-Permissive-2.0","updated":"2026-09-17"}]}