Redwood Financial Advisors, Inc fees and pricing
Financial planner in San Rafael, California. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated August 1, 2025, Redwood Financial Advisors, Inc charges $250-$500 an hour for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed August 1, 2025. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $250-$500/hr
“Fees for time spent with the client range from $250-$500 per hour depending on the nature and complexity of the given service.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Redwood Financial Advisors, Inc bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Half of the fee is due before the analysis is performed and the second half is payable when the plan is presented to the client.”
- “An estimate of the fee for the work is provided to each client in advance.”
- “The portion of the fee returned will be calculated based on the amount of time spent on the preparatory and the actual work billed at $400 per hour.”
How Redwood Financial Advisors, Inc’s fees compare
- Its hourly rate of $250-$500 spans the California median of $300. 70% of the 932 other California planners that publish an hourly rate charge less.
- 4 of the 10 other planners in San Rafael that publish an hourly rate charge less.
About Redwood Financial Advisors, Inc
- Solo practice: one person runs the firm, so you work directly with the planner.
- Registered as an adviser: 1997 (29 years).
Planning areas mentioned in the brochure
- Retirement planning
- 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
- Minimum
- $50,000 in assets (stated in brochure)
- Clients
- 9
- Employees
- 1
- Works with
- High net worth individuals
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Assets managed
- $15,000,000
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 119798
- Phone
- (415) 472-1510
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.