Sherwood Oak Knoll, LLC fees and pricing

Financial planner in San Marino, California. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated March 9, 2026, Sherwood Oak Knoll, LLC charges $50⁠-⁠$350 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 9, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate: $50⁠-⁠$350/hr; “The negotiated hourly fee for these services is between $50 and $350.”

Payment and refund terms, quoted from the fee section of the brochure.

“These fees are generally negotiable and the final fee schedule will be memorialized in the client’s advisory agreement.”
“Clients may terminate the agreement without penalty for a full refund of SOK's fees within five business days of signing the Investment Advisory Contract.”
“Clients may terminate the agreement without penalty, for full refund of SOK’s fees, within five business days of signing the Financial Planning Agreement.”

Its hourly rate of $50-$350 spans the California median of $300. 9% of the 932 other California planners that publish an hourly rate charge less.

Solo practice: one person runs the firm, so you work directly with the planner.
Registered as an adviser: 2020 (6 years).

How the firm is paid: Hourly fees, percentage of assets under management
Charges a % of assets: Yes
Highest asset based fee in brochure: 2% a year
Clients: 8
Employees: 1
Works with: Individuals
Services reported to regulators: Financial planning and portfolio management for individuals and small businesses
Assets managed: $3,000,000
Registered with: State securities regulators
Disciplinary disclosures: None reported
SEC CRD number: 310621
Phone: (626) 720-1700

Is something on this page wrong or out of date?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.