Citrine Capital fees and pricing
Financial planner in San Francisco, California. Registered with the SEC.
According to its Form ADV Part 2A brochure dated March 16, 2026, Citrine Capital charges a flat or project fee of $7,000-$90,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 16, 2026. Fees can change, so confirm with the firm before you hire them.
- Flat or project fee
- $7,000-$90,000
“It is anticipated that this fixed dollar fee may vary but generally will range from $7,000 to $90,000 based on the client’s net worth.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Citrine Capital bills
Payment and refund terms, quoted from the fee section of the brochure.
- “The annual fees are negotiable, prorated and paid in arrears on a quarterly basis.”
- “Fees for this service may be paid from investment accounts, electronic funds transfer, credit card or check.”
- “Since ongoing fees are paid in arrears no refund will be needed for ongoing fees.”
How Citrine Capital’s fees compare
- Its flat or project fee of $7,000-$90,000 is above the California median of $5,000. 97% of the 796 other California planners that publish a flat or project fee charge less.
- 35 of the 35 other planners in San Francisco that publish a flat or project fee charge less.
About Citrine Capital
- Firm size: 8 employees.
- Credentials named in the brochure: CFP®.
- Registered as an adviser: 2021 (5 years).
Firm details from Form ADV
- How the firm is paid
- Fixed or flat fees, percentage of assets under management
- Charges a % of assets
- Yes
- Clients
- 141
- Employees
- 8
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and other services
- Assets managed
- $346,706,774
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 171735
- Phone
- (415) 494-8262
Can advise clients in 5 states: California, Georgia, Illinois, Texas, Washington
Other planners in San Francisco that publish fees
- Amoretti Capital ManagementSan Francisco$450/hr
- Applied AdvisorSan Francisco$285/hr, $285
- Benningfield Financial Advisors, LLCSan Francisco$375/hr, $7,500/qtr
- Berkeley Investment AdvisorsSan Francisco$6,000/yr
- BPM Wealth Advisors, LLCSan Francisco$250-$50,000
- Bridgelane FinancialSan Francisco$500/hr, $5,000-$20,000
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.