Red Crane Wealth Management, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed February 19, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$400/hr

“The maximum hourly fee to be charged will not exceed $400.”

Flat or project fee

$3,000⁠-⁠$10,000

“Flat fees range from $3,000 to $10,000.”

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

How Red Crane Wealth Management, LLC bills

Payment and refund terms, quoted from the fee section of the brochure.

• “Upon notice of termination pro-rata advisory fees for services rendered to the point of termination will be charged.”
• “If advisory fees cannot be deducted, our firm will send an invoice for due advisory fees to the client.”
• “Clients will receive a pro-rata refund of unearned fees based on the time and effort expended by our firm.”

How Red Crane Wealth Management, LLC’s 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.
• 4 of the 6 other planners in Palo Alto that publish an hourly rate charge less.
• Its flat or project fee of $3,000-$10,000 spans the California median of $5,000. 67% of the 796 other California planners that publish a flat or project fee charge less.
• 3 of the 4 other planners in Palo Alto that publish a flat or project fee charge less.

About Red Crane Wealth Management, LLC

• Firm size: 3 employees.
• Registered as an adviser: 2024 (2 years).

Firm details from Form ADV

How the firm is paid

Hourly fees, fixed or flat fees, percentage of assets under management, performance based fees

Charges a % of assets

Yes

Clients

155

Employees

3

Works with

Individuals, high net worth individuals, and pooled investment vehicles

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and portfolio management for businesses and institutions

Assets managed

$151,574,482

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

284006

Website

linkedin.com/company/red-crane-wealth-management (opens in new tab)

Phone

(415) 316-0982

Can advise clients in 2 states: California, Texas

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

Compare all 11 planners in Palo Alto