Dogpatch Wealth — Financial Advisors | San Francisco, CA

Dogpatch Wealth is an independent, fee-only registered investment advisor in San Francisco specializing in exit planning, concentrated stock position management, equity compensation planning, and wealth management for Bay Area tech founders and executives. Many clients arrive with significant single-stock exposure from employer equity grants, IPOs, or pre-IPO appreciation — and need a tax-aware strategy to diversify without triggering a large immediate capital gains bill. Minimum engagement: $1M+ in investable assets or an imminent liquidity event. Fee structure: fee-only (no commissions, no product sales).