Redwood Grove Wealth Management fees and pricing
Financial planner in San Rafael, California. Registered with the SEC.
According to its Form ADV Part 2A brochure dated March 16, 2026, Redwood Grove Wealth Management charges a flat or project fee of $4,000-$5,000 and an annual fee of $5,000-$10,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 16, 2026. Fees can change, so confirm with the firm before you hire them.
- Flat or project fee
- $4,000-$5,000
“A typical planning fee ranges from $4,000 to $5,000 for a one-time plan.”
- Annual fee
- $5,000-$10,000/yr
“Fees are subject to a minimum annual fee of $10,000; however, for clients who were RGWM clients prior to 2026, the minimum annual fee is $5,000 as noted within the client’s written agreement.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Redwood Grove Wealth Management bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Clients have the unconditional right to cancel the Financial Planning Agreement within five business days after signing it, and to receive a complete refund of any fee actually paid.”
- “Fees for asset management services are computed in accordance with the table below, in advance, at the beginning of each calendar quarter.”
- “Fees will be prorated to date of termination.”
How Redwood Grove Wealth Management’s fees compare
- Its flat or project fee of $4,000-$5,000 is below the California median of $5,000. 47% of the 796 other California planners that publish a flat or project fee charge less.
- 3 of the 13 other planners in San Rafael that publish a flat or project fee charge less.
- Its annual fee of $5,000-$10,000 spans the California median of $6,250. 53% of the 224 other California planners that publish an annual fee charge less.
- 1 of the 2 other planners in San Rafael that publish an annual fee charge less.
About Redwood Grove Wealth Management
- Firm size: 3 employees.
- Credentials named in the brochure: CFP®.
- Meets clients remotely: the brochure mentions virtual or online meetings.
- Founded: 2009 (17 years).
Planning areas mentioned in the brochure
- Retirement planning
- Tax planning
- Estate planning
- College planning
- Equity compensation
- Charitable giving
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
- $10,000 minimum fee (stated in brochure)
- Clients
- 72
- Employees
- 3
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and selecting other advisers
- Assets managed
- $151,319,342
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 150667
- Phone
- (415) 737-5003
Can advise clients in 2 states: California, Texas
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.