Redwood Park Advisors fees and pricing
Financial planner in Redwood City, California. Registered with the SEC.
According to its Form ADV Part 2A brochure dated March 19, 2026, Redwood Park Advisors charges $250 an hour and a flat or project fee of $2,000-$5,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 19, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $250/hr
“The maximum hourly fee to be charged will not exceed $250/hour.”
- Flat or project fee
- $2,000-$5,000
“Flat fees range from $2,000 to $5,000.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Redwood Park Advisors bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Annualized fees are billed on a pro-rata basis, quarterly in advance, based on the value of the account(s) on the last day of the previous quarter.”
- “Our firm bills on cash balances unless otherwise indicated in writing.”
- “Fees are negotiable and will be deducted from client account(s).”
How Redwood Park Advisors’ fees compare
- Its hourly rate of $250 is below the California median of $300. 19% of the 932 other California planners that publish an hourly rate charge less.
- None of the 6 other planners in Redwood City 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.
- 2 of the 6 other planners in Redwood City that publish a flat or project fee charge less.
About Redwood Park Advisors
- Firm size: 3 employees.
- Registered as an adviser: 2023 (3 years).
Planning areas mentioned in the brochure
- Retirement planning
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
- 1.5% a year
- Clients
- 121
- Employees
- 3
- Works with
- Individuals, high net worth individuals, and charities
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, pension consulting, and selecting other advisers
- Assets managed
- $170,335,362
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 307958
- Phone
- (866) 579-8808
Can advise clients in 2 states: California, Texas
Other planners in Redwood City that publish fees
- Brightview Financial SolutionsRedwood City$300/hr, $2,500-$6,000
- Carico Private Wealth ManagementRedwood City$300/hr, $1,000-$2,500
- FocusyouRedwood City$300-$500/hr
- Griffin Black, LLCRedwood City$350/hr, $2,500
- Nancy K Weeks Associates, LLCRedwood City$450-$600/hr, $10,000-$30,000
- Steinmetz Financial PlanningRedwood City$350-$500/hr, $3,500-$15,000
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.