{"id":"95e67716-5e80-4796-9a29-0bc8ac239a93","name":"Rapport Financial","url":"https://citybotmagic.com/us/ca/san-francisco/rapport-financial/","api":"https://citybotmagic.com/api/v1/us/ca/san-francisco/rapport-financial.json","category":"financial_service","categoryLabel":"Financial Service","group":"services_and_business","groupLabel":"Services & Business","address":"315 Montgomery St  Fl 10","city":"San Francisco","state":"CA","postcode":"94104","lat":37.792262,"lon":-122.403486,"phone":"+14159641704","phoneDisplay":"(415) 964-1704","website":"http://www.rapportfinancial.com","socials":[],"description":"An independent registered investment advisory firm providing financial planning and wealth management to business owners, professionals, entrepreneurs, and multigenerational families.","hoursText":["Monday – Friday, 8am – 5pm PT"],"services":["Private Client Model","Financial Planning Service","In-house expertise, an entire network behind you.","Evidence, not guesswork.","Your network of trusted specialists.","Access beyond public markets.","A full financial plan. No asset minimum required.","The same trusted specialist network.","Investment Management","Investment Policy Statement","Risk Management & Insurance Planning","Financial Planning","Retirement Planning","Employee Benefits Planning","Major Purchase & Scenario Planning","Education Savings","Multi-Generational Wealth Planning","Evidence-Based Construction","Low-Cost, Tax-Aware Investing","Selective Alternatives & Sophisticated Strategies","Estate Planning Attorneys","Tax Attorneys","Bookkeepers","CPAs & Tax Planners","Insurance Specialists","Philanthropic Giving","Business & Personal Lending","Mortgage Professionals","Bankers","Art Expert"],"prices":[{"item":"Concentrated Stock Planning (written financial plan, one-time fee)","price":5000,"maxPrice":20000,"currency":"USD","source":"http://www.rapportfinancial.com/services/","seen":"2026-10-14","method":"llm","quote":"one-time fixed fee of $5,000–$20,000"},{"item":"Financial Planning Service ongoing planning and investment management","price":8400,"currency":"USD","unit":"year","source":"http://www.rapportfinancial.com/services/","seen":"2026-10-14","method":"llm","quote":"starts at $8,400/year"}],"bookingUrl":"https://calendly.com/rapportfinancial/prospective-client-30minutes","websiteChecked":"2026-10-14","sources":[{"dataset":"BrightQuery","license":"CDLA-Permissive-2.0","updated":"2026-09-17"}]}