Andrew Hills

SAN FRANCISCO WEALTH PLANNING

Draper, UT

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CRD#: 7787982

Professional summary

Andrew Hills, who also goes by Andrew Joseph Hills, Andrew Hills, is a registered financial advisor currently at SAN FRANCISCO WEALTH PLANNING LLC located in Draper, Utah.

Andrew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2023. Andrew has worked at 4 firms and has passed the Series 66, Series 63, Series 7TO and SIE exams.

At a Glance

Always Fiduciary

Aliases

Andrew Joseph Hills | Andrew Hills

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Andrew Hills's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

June 30, 2026 - Present

SAN FRANCISCO WEALTH PLANNING LLC

RIA

CRD#: 296438

Draper, UT

Past

March 31, 2025 - October 15, 2025

STRATEGIC ADVISERS LLC

RIA

CRD#: 104555

SALT LAKE CITY, UT

Past

August 1, 2024 - March 31, 2025

FIDELITY PERSONAL AND WORKPLACE ADVISORS

RIA

CRD#: 288590

MAGNA, UT

Past

October 17, 2023 - October 15, 2025

FIDELITY BROKERAGE SERVICES LLC

CRD#: 7784

SALT LAKE CITY, UT

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Utah
(6/30/2026)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 7/31/2024

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 10/25/2023

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7TO

Date: 10/17/2023

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 9/14/2023

Securities Industry Essentials Examination

Current Firm

SAN FRANCISCO WEALTH PLANNING LLC

CRD#: 296438 / SEC#:

California

Registered Investment Advisory firm - (6/5/2018 Approved)

Texas

Registered Investment Advisory firm - (1/12/2023 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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Contact information

Main Address

Petaluma, CA

Mailing Address

Phone number

(415) 375-0537

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	147
AUM (Assets Under Management)	$ 66,297,362

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Andrew Hills

Professional summary

At a Glance

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Andrew Hills's CRS (Customer Relationship Summary).

Certified licenses

Experience

SAN FRANCISCO WEALTH PLANNING LLC

STRATEGIC ADVISERS LLC

FIDELITY PERSONAL AND WORKPLACE ADVISORS

FIDELITY BROKERAGE SERVICES LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 7/31/2024

Series 63

Date: 10/25/2023

Series 7TO

Date: 10/17/2023

SIE

Date: 9/14/2023

Current Firm

SAN FRANCISCO WEALTH PLANNING LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

SAN FRANCISCO WEALTH PLANNING LLC

TRUST BUT VERIFY

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