Madrone Investment Advisory, LLC fees and pricing
Financial planner in San Rafael, California. Registered with the SEC.
According to its Form ADV Part 2A brochure dated March 24, 2026, Madrone Investment Advisory, LLC charges an annual fee of $6,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 24, 2026. Fees can change, so confirm with the firm before you hire them.
- Annual fee
- $6,000/yr
“For ERISA accounts of less than $2M in value, the annual fee is $6,000.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Madrone Investment Advisory, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Rather than bill on a strict percentage of assets under management, clients pay a flat annual dollar fee, which is then typically billed on a pro-rated quarterly basis.”
- “The annual fee is billed on a quarterly basis in advance and is generally billed in middle of that particular quarter.”
- “Generally, Clients are billed directly via a quarterly invoice that is emailed to the Client.”
How Madrone Investment Advisory, LLC’s fees compare
- Its annual fee of $6,000 is below the California median of $6,250. 45% of the 224 other California planners that publish an annual fee charge less.
- None of the 2 other planners in San Rafael that publish an annual fee charge less.
About Madrone Investment Advisory, LLC
- Solo practice: one person runs the firm, so you work directly with the planner.
- 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
- Highest asset based fee in brochure
- 0.5% a year
- Clients
- 111
- Employees
- 1
- Works with
- Individuals, high net worth individuals, pension and profit sharing plans, charities, and businesses
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and pension consulting
- Assets managed
- $254,318,050
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 149549
- Phone
- (415) 785-4585
Other planners in San Rafael that publish fees
- Attune Financial Planning, LLCSan Rafael$3,500-$7,500, $7,500/yr
- Brunger FinancialSan Rafael$25-$100/hr, $1,000-$10,000
- Clarity Wealth PartnersSan Rafael$500/hr, $3,500-$5,500
- Fiduciary Financial Group, LLCSan Rafael$7,200-$100,000
- HCM WealthSan Rafael$350/hr, $3,000-$5,000
- Hutchinson & Ziegler Financial Advisors, Inc.San Rafael$500/hr
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.