J.P. Morgan Securities
47yrs
Top advisor by experience at J.P. Morgan Securities
31yrs
Brian Fleming has worked in the financial industry for 31 years and is a fiduciary financial advisor based in San Francisco, California. After three years at Zermatt Wealth Partners and a year at Hayden Royal, Brian joined Farther in 2024, a firm offering financial planning, investment management, and retirement plan consulting. Brian holds the ChFC designation.
One of 3220 advisors with offices in San Francisco, and one of 2949 fiduciaries.
At a glance
Experience31 years (since 1995)
How that compares ?Top 12% by experience at Farther
Office345 California Street Suite 600, San Francisco, CA 94104
FirmFarther
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$972,193
Advisors at the firm316
States licensed ?1 state
Services through Farther
Financial planningInvestment management for individuals and small businessesRetirement plan consultingNewsletters and publications
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
ChFC
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2024 – nowFartherCurrent firm
- 2021 – 2024Zermatt Wealth PartnersPreviously
- May 2020 – Jul 2021Hayden RoyalPreviously
- 2012 – 2020RS Wealth Management, LLCPreviously
- Jan 2011 – Dec 2011RS Wealth Management, LLCPreviously
- 2007 – 2010LPL Financial LLCPreviously
- 2001 – 2007Ameriprise Financial Services, LLCPreviously
Contact Brian
(628) 246-8004Farther main office 345 California Street Suite 600San Francisco, CA 94104Office · Get directions LinkedIn pageFarther
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Questions to ask Brian
Tailored to Brian’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Brian
How do I contact Brian?
Call Farther at (628) 246-8004 and ask for Brian Fleming. Brian works from the San Francisco, CA office.
How long has Brian been a financial advisor?
Brian has been in the industry since 1995, about 31 years. Top 12% by experience at Farther.
What licenses does Brian hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Brian a fiduciary?
Brian is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Brian paid?
Farther reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Brian for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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