DOUBLE BAY MANAGEMENT & PLANNING
SEC RegisteredA Fiercely Independent Fee-Only Financial Advisor in San Francisco
About the firm
Double Bay Management & Planning is a fee-only financial advisor based in San Francisco that works with individuals and small companies to implement effective investment management strategies and build assets over the long term.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Investment management, financial planning, retirement plans for small businesses (including 401(k) planning), and DFA Funds portfolio construction using low-cost passive investments.
Who they serve
Individuals and small companies
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 9 | $1.3M |
| High Net Worth Individuals | 23 | $104M |
| Investment Companies | 0 | — |
| Pooled Investment Vehicles | 0 | — |
| Pension/Profit Sharing Plans | 0 | — |
| Charitable Organizations | 0 | $21M |
| State/Municipal Entities | 0 | — |
| Insurance Companies | 0 | — |
| Sovereign Wealth Funds | 0 | — |
| Corporations | 0 | — |
5 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
1 advisor in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| First $500,000 | 1.00% |
| Next $500,000 ($500,001 to $1,000,000) | 0.80% |
| Above $1,000,000 | 0.60% |
Data as of March 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. DOUBLE BAY MANAGEMENT & PLANNING has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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