Greenbook Financial fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed April 29, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$500/hr

“Our hourly rate is $500.”

Flat or project fee

$4,000⁠-⁠$10,000

“Our Annual recurring fixed fee for Ongoing Financial Planning ranges from $4,000 to $10,000 paid in advance in equal monthly installments.”

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

How Greenbook Financial 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 Greenbook Financial’s fees compare

• Its hourly rate of $500 is above the California median of $300. 85% of the 932 other California planners that publish an hourly rate charge less.
• 13 of the 14 other planners in Oakland that publish an hourly rate charge less.
• Its flat or project fee of $4,000-$10,000 spans the California median of $5,000. 70% of the 796 other California planners that publish a flat or project fee charge less.
• 8 of the 11 other planners in Oakland that publish a flat or project fee charge less.

About Greenbook Financial

• Principal: Donovan Malone
• Solo practice: one person runs the firm, so you work directly with the planner.
• Meets clients remotely: the brochure mentions virtual or online meetings.
• Registered as an adviser: 2026.

Planning areas mentioned in the brochure

• Retirement planning
• Estate planning
• Business owners
• 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

Charges a % of assets

Yes

Highest asset based fee in brochure

1.5% a year

Employees

1

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, and educational seminars and workshops

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

341212

Phone

(510) 934-6445

Other planners in Oakland that publish fees

• Brooker Wealth ManagementOakland$200⁠-⁠$275/hr
• Communitas Financial Planning PBCOakland$300/hr, $600⁠-⁠$6,000
• Contango Wealth Management LLCOakland$250⁠-⁠$325/hr, $750⁠-⁠$5,000
• Ella Financial AdvisingOakland$400/hr, $10,000⁠-⁠$30,000
• Gibson Monroe Wealth AdvisorsOakland$5,000⁠-⁠$20,000
• Global Investment CompanyOakland$375/hr

Compare all 24 planners in Oakland