Skip to content

True Root FinancialFinancial advisor in San Francisco, CA

True Root Financial is a financial advisor at 3445 Scott St, San Francisco, CA 94123, ranked #15 of 387 financial advisors in San Francisco and rated 5.0 from 24 Google reviews. Open Monday to Friday.

Facts on this page come from public sources and the firm itself. They are not a recommendation and are not checked by any regulator. Check the firm’s registration and disciplinary history on Investor.gov or FINRA BrokerCheck (in Canada, the CSA National Registration Search) and read its Form CRS and Form ADV Part 2 brochure before you hire it.

San Francisco, CAUpdated 0 paid placements in any rankingHow we rank

Call (415) 323-6602Website ↗

Key facts

Key facts about True Root Financial
Address3445 Scott St, San Francisco, CA 94123Get directions
Phone(415) 323-6602
Websitetruerootfinancial.com
HoursMonday to Friday: 8:30 AM – 6:30 PM
Google rating5.0 from 24 Google reviews

Specialties

Each specialty shows the evidence we matched it on.

Service area

Serves San Francisco and 11 towns within 25 miles: Chinatown, Mission District, Noe Valley, Visitacion Valley, Daly City, Tamalpais-Homestead Valley, Emeryville, Mill Valley, Oakland, Albany and Alameda.

Based in San Francisco, CAView on map

Opening hours

Opening hours for True Root Financial
DayHours
Monday8:30 AM – 6:30 PMevening
Tuesday8:30 AM – 6:30 PMevening
Wednesday8:30 AM – 6:30 PMevening
Thursday8:30 AM – 6:30 PMevening
Friday8:30 AM – 6:30 PMevening
SaturdayClosed
SundayClosed
  • Open evenings (after 6 PM)
  • Open Saturdays — no
  • Open Sundays — no

Questions about True Root Financial

How is True Root Financial ranked in San Francisco?

True Root Financial is ranked #15 of 387 financial advisors in San Francisco by RFA Score, with 66 out of 100 as of November 2026. The score weighs reputation, registration, review volume, recency, specialty focus, proximity, claimed profile and partnered. No business can pay to change its rank.

What are True Root Financial’s hours?

True Root Financial is open Monday to Friday. Its listed hours are Monday to Friday, 8:30 AM – 6:30 PM. It is closed on Saturdays and closed on Sundays. Hours come from the business listing; holiday hours may differ.

What areas does True Root Financial serve?

Serves San Francisco and 11 towns within 25 miles: Chinatown, Mission District, Noe Valley, Visitacion Valley, Daly City, Tamalpais-Homestead Valley, Emeryville, Mill Valley, Oakland, Albany and Alameda. The list is based on the business's location and the usual service radius for financial advice. Confirm your address is covered when you call.

What do Google reviews say about True Root Financial?

True Root Financial has a rating of 5.0 from 24 Google reviews. The RFA Score adjusts the star rating for review count, so a high rating from a few reviews counts for less than the same rating from many.

How do I contact True Root Financial?

Call True Root Financial on (415) 323-6602. The business is at 3445 Scott St, San Francisco, CA 94123. Its website is linked in the key facts on this page. Ask for the firm’s Form CRS and Form ADV Part 2 brochure before you sign anything.

Own True Root Financial? Claim this profile.

Claiming is free. Correct your hours, specialties and service area. The RFA Score is recalculated from corrected data; payment never changes it.

Claim this profile

Compare nearby financial advisors

True Root Financial compared with nearby businesses
BusinessRankRFA ScoreGoogle ratingSaturdaySundayDistance away
True Root Financial (this business)—665.0 (24)NoNo
Insight Capital Management#13675.0 (145)NoNo24.2 mi
ForUsAll#14674.1 (77)NoNo3.1 mi
Dogpatch Wealth#16665.0 (23)NoNo4.2 mi

See all 387 ranked financial advisors in San Francisco