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camelotta advisors

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camelotta advisorssan francisco, CA

Additional Information

Financial advisory firm specializing in divorce analysis, forensic accounting, and asset valuation for individuals with $500,000 or more in net worth. Provides personalized financial advice and wealth preservation guidance throughout the divorce process.

Specializes in

Divorce financial analysisForensic accountingComplex asset valuationWealth preservationSettlement analysis

Services

Family business valuationInheritance tracingPrenuptial agreement evaluationStock options and incentive pay valuationHidden asset discoveryForensic accountingSupport establishment and modificationInternational divorce managementPost-divorce financial planningDivorce attorney referrals+1 more

Established 2001 · Serving San Francisco, Seattle

Additional information extracted from the firm's public website. Last updated: September 16, 2026

Contact Information

Phone: 415-806-3641

Website: http://www.divorceanalysis.com

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Frequently Asked Questions

How much does a financial advisor cost in san francisco?

Fee-only advisors charge $150-$350/hour or $1,500-$5,000 for a comprehensive plan. Commission-based advisors earn from product sales (no direct cost to you, but potential conflicts). Fee-based advisors combine both. AUM (assets under management) fees are typically 1-1.5% annually.

What's the difference between a financial advisor and a financial planner?

A financial planner creates comprehensive plans covering all aspects of your finances. A financial advisor may focus on investment management specifically. In Canada, look for the CFP (Certified Financial Planner) designation for comprehensive planning, or CFA for investment expertise.

When should I hire a financial advisor?

Consider an advisor when: you have $50K+ in investable assets, approaching major life changes (marriage, kids, divorce, retirement), inheriting money, starting a business, or you simply don't have time to manage your finances. The earlier you start, the more compound growth works for you.

How do I verify a financial advisor's credentials?

Check FP Canada's registry for CFP holders, CFA Institute for CFA charterholders, and your provincial securities commission for registered advisors. Ask about their registration category, compensation model, and any disciplinary history. All registered advisors must disclose this information.

What should I ask a financial advisor at the first meeting?

Ask: How are you compensated? What are your qualifications/designations? What's your investment philosophy? How often will we meet? What's your typical client profile? Can you provide references? Do you have a fiduciary duty to me? A good advisor welcomes these questions.