Carico Private Wealth Management fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed August 13, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$300/hr

“Our hourly rate is $300.”

Flat or project fee

$1,000⁠-⁠$2,500

“Ongoing Financial Planning CPWM collects an initial fee of $1,000 - $2,500.”

Monthly fee

$400/mo

“Upon delivery of the comprehensive financial plan, we charge a recurring fixed fee of $400 per month for Ongoing Financial Planning.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Carico Private Wealth Management bills

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

• “Fees are negotiable and some fees may vary by Client for similar services.”
• “The fee is based on a percentage of assets under management and is negotiable.”
• “Our advisory fee is prorated for any partial billing periods occurring during the engagement, including the initial and terminating billing periods.”

How Carico Private Wealth Management’s fees compare

• Its hourly rate of $300 matches the California median of $300. 41% of the 932 other California planners that publish an hourly rate charge less.
• 1 of the 6 other planners in Redwood City that publish an hourly rate charge less.
• Its flat or project fee of $1,000-$2,500 is below the California median of $5,000. 16% of the 796 other California planners that publish a flat or project fee charge less.
• None of the 6 other planners in Redwood City that publish a flat or project fee charge less.

About Carico Private Wealth Management

• Principal: Renata Carico
• Solo practice: one person runs the firm, so you work directly with the planner.
• Registered as an adviser: 2026.

Planning areas mentioned in the brochure

• Retirement planning
• Estate planning
• College planning
• Cash flow and budgeting

Firm details from Form ADV

How the firm is paid

Hourly fees, fixed or flat fees, percentage of assets under management, performance based fees

Charges a % of assets

Yes

Highest asset based fee in brochure

2% a year

Employees

1

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, and selecting other advisers

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

342716

Phone

(650) 646-1748

Other planners in Redwood City that publish fees

• Brightview Financial SolutionsRedwood City$300/hr, $2,500⁠-⁠$6,000
• FocusyouRedwood City$300⁠-⁠$500/hr
• Griffin Black, LLCRedwood City$350/hr, $2,500
• Nancy K Weeks Associates, LLCRedwood City$450⁠-⁠$600/hr, $10,000⁠-⁠$30,000
• Redwood Park AdvisorsRedwood City$250/hr, $2,000⁠-⁠$5,000
• Steinmetz Financial PlanningRedwood City$350⁠-⁠$500/hr, $3,500⁠-⁠$15,000

Compare all 10 planners in Redwood City