Redwood Money fees and pricing
Financial planner in San Jose, California. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated August 14, 2026, Redwood Money charges $450 an hour, a flat or project fee of $2,000-$5,000, and a monthly fee of $500-$2,500 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed August 14, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $450/hr
“Hourly fees are typically $450 per hour.”
- Flat or project fee
- $2,000-$5,000
“The initial planning fee typically ranges from $2,000 to $5,000 and covers the development and delivery of the client’s financial plan.”
- Monthly fee
- $500-$2,500/mo
“Work will commence upon receipt of the initial fee and is dependent on several factors, including the client’s needs, the complexity of their financial situation, and the timely provision of requested information. Ongoing financial planning fees typically range from $500 to $2,500 per month, based on the…”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Redwood Money bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees are negotiable based on factors including, but not limited to, the complexity of the client relationship, the level of services provided, and anticipated future assets.”
- “Advisory fees are negotiable at RM’s discretion.”
- “Accounts initiated during a calendar month will be charged a prorated fee based on the amount of time the account was open during the billing period.”
How Redwood Money’s fees compare
- Its hourly rate of $450 is above the California median of $300. 81% of the 932 other California planners that publish an hourly rate charge less.
- 13 of the 17 other planners in San Jose that publish an hourly rate charge less.
- Its flat or project fee of $2,000-$5,000 is below the California median of $5,000. 39% of the 796 other California planners that publish a flat or project fee charge less.
- 8 of the 15 other planners in San Jose that publish a flat or project fee charge less.
About Redwood Money
- Principal: Jeff Clark
- Firm size: 3 employees.
- Credentials named in the brochure: CFP®.
- Meets clients remotely: the brochure mentions virtual or online meetings.
- Registered as an adviser: 2021 (5 years).
Planning areas mentioned in the brochure
- Retirement planning
- Estate planning
- Business owners
- 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
- Highest asset based fee in brochure
- 3% a year
- Minimum
- $8,000 minimum fee (stated in brochure)
- Clients
- 108
- Employees
- 3
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, and selecting other advisers
- Assets managed
- $87,407,099
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 317667
- Phone
- (408) 617-8757
Other planners in San Jose that publish fees
- Align Wealth Management, LLCSan Jose$300-$800/hr, Up to $50,000
- Amaral Financial PlanningSan Jose$500/hr
- Arena Advisors LLCSan Jose$250-$5,000
- Brightplan LLCSan Jose$20/mo
- Chief Capital Management, IncSan Jose$200/hr
- Concentrum Wealth ManagementSan Jose$350/hr, $2,000-$30,000
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.