Steve Miles
Fee-only fiduciary advice for real Bay Area families
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Serving Clients Nationwide
Fee-only fiduciary advice for real Bay Area families
Areas of Focus
- Family and Money
- Financial Planning
- Investment Management
- Retirement Planning
- Tax-Efficient Planning
About Steve Miles
Hi, I'm Steve Miles, a San Francisco based Financial Advisor and Founder of Sutro Advisors. I have over 20 years experience working with individuals, families and organizations to help manage their investments and reach their financial goals.Sutro Advisors is a San Francisco based financial planning firm built for real Bay Area families. I work with parents, professionals and individual investors who wants straight answers without the industry jargon. My approach is simple - clear planning, thoughtful tax strategy and long-term investing that helps you stay confident even when the headlines go sideways.
I started Sutro Advisors because families deserve advice from someone who gets the daily juggle. I've lived it. Coaching kids sports, navigating school decisions and managing life in the Bay Area all shape the way I work with clients. Money should support your life, not complicate it.
I'm a fee-only fiduciary which means I work for you and only you. No commissions and no product sales.
When I'm not perfecting financial plans and managing investments, you can find me on a Bay Area soccer pitch watching my two daughters play soccer and rooting for the Giants, 49ers and Warriors.
Affiliations
- XY Planning Network
Primary Location
San Francisco, CA
Meeting Options
- Video Conference
- In-Person
- Phone
Compensation Methods
- Fee Based
- Fee Only
- Flat Fee
- One-time Financial Plan
- Percentage of Assets Managed
What to expect in the first meeting
Click the 'Book Intro Call' button above to schedule a free introductory conversation. We'll get to know each other and I'll listen to understand your unique circumstances so we can determine the best way to proceed. I look forward to speaking with you.Offers Investment Management
Yes
About Sutro Advisors
Sutro Advisors is a San Francisco based, independent, fee-only financial planning firm founded in 2018 to provide unbiased, commission-free financial advice, wealth planning and investment management to Bay Area families and professionals.Who We Serve
We work with parents, professionals and individual investors throughout the Bay Area who want straight answers without the industry jargon. Whether you're saving for retirement, planning for college, buying a home, or dealing with taxes, we help you balance it all with clear, transparent guidance.
Our Services
Our services include comprehensive financial planning, retirement income planning, tax-efficient investing, investment management, and cash flow and debt strategies. We also offer a free second-opinion review for those who already work with an advisor but want to confirm they're making decisions in their best interest.
Why Work With Us
We have no conflicts of interest in selecting investment products for our clients. Instead, our focus is simply to provide the best advice to our clients. Legally and philosophically, our interests are aligned with our clients: to act in their best interest and disclose any potential conflicts of interest.
Sutro Advisors LLC is a registered investment adviser offering advisory services in the State of California and in other jurisdictions where exempted.
Education
California State University-Sacramento, Bachelor of Science, Marketing & Strategic Management
Hobbies and Interests
- Family
- Reading
- Sports
- Volunteering
SEC Lookup
View DisclosureWho We Serve
- Baby Boomers
- Business Owners
- Families
- Gen X
- Gen Y / Millennials
- Gen Z
- Living in Retirement
- Mid-Career Professionals
- Pre-Retirees
- Startup Employees
- Technology Professionals
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