Tamarind Financial Planning fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed August 12, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee

$4,000⁠-⁠$10,000

“A one-time plan development fee of $4,000 - $10,000 is payable upon signing of the Agreement.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Tamarind Financial Planning bills

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

• “Fees are determined annually and charged either monthly or quarterly in advance depending on the client’s preference.”
• “Thereafter, hourly fees are charged monthly in arrears.”
• “In the event the agreement is terminated, the prorated balance of Tamarind’s unearned fees (if any) shall be refunded to the client.”

How Tamarind Financial Planning’s fees compare

• Its flat or project fee of $4,000-$10,000 spans the California median of $5,000. 70% of the 796 other California planners that publish a flat or project fee charge less.
• 8 of the 10 other planners in San Mateo that publish a flat or project fee charge less.

About Tamarind Financial Planning

• Firm size: 3 employees.
• Credentials named in the brochure: CFP® and CFA.
• Meets clients remotely: the brochure mentions virtual or online meetings.
• Registered as an adviser: 2011 (15 years).

Planning areas mentioned in the brochure

• Retirement planning
• Tax planning
• Estate planning
• College planning
• Insurance analysis
• 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

1% a year

Minimum

$10,000 minimum fee (stated in brochure)

Clients

50

Employees

3

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, pension consulting, selecting other advisers, and educational seminars and workshops

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

155651

Website

tamarindfinancial.com (opens in new tab)

Phone

(650) 667-8691

Other planners in San Mateo that publish fees

• Balopole Investment Management CorporationSan Mateo$150/hr
• Banyan Lake Capital LLCSan Mateo$225/hr
• Barson Financial PlanningSan Mateo$500⁠-⁠$5,000
• Bixy Wealth LLCSan Mateo$250/hr, $1,000⁠-⁠$10,000
• Bucher Wealth AdvisorsSan Mateo$2,500
• Caregen Wealth ManagementSan Mateo$450/hr, $900⁠-⁠$10,000/qtr

Compare all 22 planners in San Mateo