Woven Prosperity fees and pricing
Financial planner in San Francisco, California. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated March 12, 2026, Woven Prosperity charges $200-$350 an hour for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 12, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $200-$350/hr
“AND CONSULTING SERVICES Financial Planning and Consulting Services are provided on an hourly fee rate that ranges from $200 per hour to $350 per hour.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Woven Prosperity bills
Payment and refund terms, quoted from the fee section of the brochure.
- “For consulting services, the fees will be billed on at the end of each month of service and will be payable within 10 days of receipt.”
- “After the first five (5) business days, written termination will result in a prorated refund of any prepaid and unearned fees.”
- “The refund will be based upon the number of hours worked on the financial plan at the agreed upon hourly fee rate.”
How Woven Prosperity’s fees compare
- Its hourly rate of $200-$350 spans the California median of $300. 38% of the 932 other California planners that publish an hourly rate charge less.
- 10 of the 35 other planners in San Francisco that publish an hourly rate charge less.
About Woven Prosperity
“We offer comprehensive planning services, or the client may desire consulting on certain planning components; we can tailor services as desired by the client and agreed upon with the firm.”
- Solo practice: one person runs the firm, so you work directly with the planner.
- Credentials named in the brochure: CFP®.
- Registered as an adviser: 2013 (13 years).
Planning areas mentioned in the brochure
- Retirement planning
- Tax planning
- Estate planning
- College planning
- Cash flow and budgeting
Firm details from Form ADV
- How the firm is paid
- Hourly fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 1.5% a year
- Clients
- 11
- Employees
- 1
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Assets managed
- $7,196,718
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 168232
- Phone
- (415) 314-7249
Other planners in San Francisco that publish fees
- Amoretti Capital ManagementSan Francisco$450/hr
- Applied AdvisorSan Francisco$285/hr, $285
- Benningfield Financial Advisors, LLCSan Francisco$375/hr, $7,500/qtr
- Berkeley Investment AdvisorsSan Francisco$6,000/yr
- BPM Wealth Advisors, LLCSan Francisco$250-$50,000
- Bridgelane FinancialSan Francisco$500/hr, $5,000-$20,000
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.