Radiant Wealth Planning fees and pricing
Financial planner in Palo Alto, California. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated January 7, 2026, Radiant Wealth Planning charges a flat or project fee of $5,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed January 7, 2026. Fees can change, so confirm with the firm before you hire them.
- Flat or project fee
- $5,000
“RWP charges a fixed flat fee of $5,000 for a six month engagement.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Radiant Wealth Planning bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees may be negotiable in certain cases and are dependent on the types of services we perform, as outlined below.”
- “The annual fees are negotiable, prorated, and paid in arrears quarterly.”
- “Advisory fees are directly debited from Client accounts, or the Client may pay by debit card, credit card or check.”
How Radiant Wealth Planning’s fees compare
- Its flat or project fee of $5,000 matches the California median of $5,000. 49% of the 796 other California planners that publish a flat or project fee charge less.
- 2 of the 4 other planners in Palo Alto that publish a flat or project fee charge less.
About Radiant Wealth Planning
- Principal: Randa Hoffman
- Firm size: 2 employees.
- Credentials named in the brochure: CPA and EA.
- Registered as an adviser: 2020 (6 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
- 59
- Employees
- 2
- Works with
- Individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and educational seminars and workshops
- Assets managed
- $14,672,941
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 310280
- Phone
- (650) 431-7799
Can advise clients in 4 states: Alaska, California, Virginia, Washington
Other planners in Palo Alto that publish fees
- Frank, Rimerman Advisors LLCPalo Alto$360-$825
- Holbrook Global StrategiesPalo Alto$250/hr
- Maya Advisors, Inc.Palo Alto$6,000-$12,000/yr
- Mayfield Advisors, Inc.Palo Alto$150-$250/hr, $1,500-$7,500
- Meyers Wealth ManagementPalo Alto$360/hr
- Oceaniq Capital, LLCPalo Alto$500/hr, $10,000-$100,000
Is something on this page wrong or out of date?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.