Giving Tree Wealth Advisors fees and pricing
Financial planner in San Ramon, California. Registered with the SEC.
According to its Form ADV Part 2A brochure dated September 10, 2026, Giving Tree Wealth Advisors charges $400 an hour for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed September 10, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $400/hr
“The hourly fee used to compute the fee will be $400 per hour.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Giving Tree Wealth Advisors bills
Payment and refund terms, quoted from the fee section of the brochure.
- “If the services to be provided start any time other than the first day of a quarter or month, the fee will be prorated based on the number of days remaining in the quarter or month.”
- “Client may elect to be billed directly or have fees deducted from Plan Assets.”
- “This invoice will appear on their account statement for that quarter.”
How Giving Tree Wealth Advisors’ fees compare
- Its hourly rate of $400 is above the California median of $300. 74% of the 932 other California planners that publish an hourly rate charge less.
- 6 of the 7 other planners in San Ramon that publish an hourly rate charge less.
About Giving Tree Wealth Advisors
- Firm size: 2 employees.
- Registered as an adviser: 2026.
Firm details from Form ADV
- How the firm is paid
- Hourly fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 3% a year
- Clients
- 217
- Employees
- 2
- Works with
- Individuals, high net worth individuals, and pension and profit sharing plans
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, pension consulting, and selecting other advisers
- Assets managed
- $137,997,072
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 312361
- Phone
- (844) 434-6435
Can advise clients in 4 states: California, Nebraska, Nevada, Texas
Other planners in San Ramon that publish fees
- California Financial AdvisorsSan Ramon$150-$450/hr
- Carey Wealth ManagementSan Ramon$350/hr, $1,500-$10,000
- Certified Planners, Inc.San Ramon$300/hr
- Fairway Asset Management, Inc.San Ramon$275/hr, $2,500-$15,000
- Insight Wealth Strategies, LLCSan Ramon$500/hr, $50,000
- Inversewealth LLCSan Ramon$2,500-$15,000, $5,000-$20,000/yr
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.