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
Website
redwoodparkadvisors.com (opens in new tab)
Phone
(866) 579-8808

Can advise clients in 2 states: California, Texas

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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.