Birchwood Capital fees and pricing

Financial planner in Carlsbad, California. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated January 20, 2026, Birchwood Capital charges $350 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed January 20, 2026. Fees can change, so confirm with the firm before you hire them.

Payment and refund terms, quoted from the fee section of the brochure.

“Ongoing Comprehensive Financial Planning Flat fees are paid quarterly in advance, up to $175,000 annually.”
“Fees are negotiable and the final agreed upon fee will be outlined in your Advisory Agreement.”
“Fees are paid by electronic funds transfer (EFT), debit card, credit card or check.”

Its hourly rate of $350 is above the California median of $300. 58% of the 932 other California planners that publish an hourly rate charge less.
16 of the 25 other planners in Carlsbad that publish an hourly rate charge less.

How the firm is paid: Hourly fees, fixed or flat fees, percentage of assets under management
Charges a % of assets: Yes
Highest asset based fee in brochure: 3% a year
Clients: 53
Employees: 3
Works with: Individuals and high net worth individuals
Services reported to regulators: Financial planning and portfolio management for individuals and small businesses
Assets managed: $105,209,608
Registered with: State securities regulators
Disciplinary disclosures: None reported
SEC CRD number: 310219
Website: birchwoodcapital.com (opens in new tab)
Phone: (760) 230-3893

Can advise clients in 3 states: California, Georgia, Oregon

Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.