Woven Capital, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 31, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$250⁠-⁠$450/hr

“Our hourly rate ranges from $250.00 to $450.00 per hour depending on scope and complexity of the engagement.”

Flat or project fee

$1,500⁠-⁠$12,000

“For clients requiring financial planning, we typically charge an initial fixed fee, which generally ranges between $1,500 and $12,000, depending on scope and complexity of the services being rendered.”

Annual fee

$2,400⁠-⁠$24,000/yr

“The fee for this service ranges from $2,400 to $24,000 annually.”

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

How Woven Capital, LLC bills

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

• “Hourly fees are billed in fifteen (15) minute increments.”
• “Generally, the fee is due upon completion of any services rendered.”
• “Half of the estimated fee is due at the beginning of the planning engagement, with the remainder due either in equal monthly installments over six months or as a lump sum upon completion.”

How Woven Capital, LLC’s fees compare

• Its hourly rate of $250-$450 spans the California median of $300. 58% of the 932 other California planners that publish an hourly rate charge less.
• 1 of the 3 other planners in Redding that publish an hourly rate charge less.
• Its flat or project fee of $1,500-$12,000 spans the California median of $5,000. 69% of the 796 other California planners that publish a flat or project fee charge less.
• 2 of the 3 other planners in Redding that publish a flat or project fee charge less.
• Its annual fee of $2,400-$24,000 spans the California median of $6,250. 78% of the 224 other California planners that publish an annual fee charge less.

About Woven Capital, LLC

• Solo practice: one person runs the firm, so you work directly with the planner.
• Credentials named in the brochure: CFP®.
• Registered as an adviser: 2014 (12 years).

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

0.75% a year

Clients

65

Employees

1

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, and selecting other advisers

Assets managed

$23,298,260

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

171540

Website

wovencapital.net (opens in new tab)

Phone

(530) 255-4476

Can advise clients in 2 states: California, Oregon

Other planners in Redding that publish fees

• Parallel Wealth ManagementRedding$450/hr, $3,500⁠-⁠$25,000
• Retirement Lifestyles Advisory GroupRedding$250/hr, Up to $5,000
• Rubicon AdvisorsRedding$350/hr, $5,000
• 10/28 Wealth Management LLCOceanside$300/hr, $500⁠-⁠$10,000
• 360DividendsGranite Bay$300/hr, $2,500⁠-⁠$10,000
• 3D Holistic WealthIrvine$300/hr, $1,500⁠-⁠$10,000

Compare all 7 planners in Redding