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Kb Financial Advisors

Financial Service

Address90 New Montgomery St Ste 1001, San Francisco, CA 94105

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

Mon, Tue, Wed, Thu, Fri: 9 AM – 5 PM

Prices

Item / service	Price	Source
Integrated wealth management (financial planning, investment management, tax strategy)	$20,000 / annual minimum	website, 2026-10-14

Prices as published by the business on the date shown. Confirm with the business before buying.

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

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Sources: BrightQuery (CDLA-Permissive-2.0); business website read 2026-10-14. About our data.