# Brent Woolsey

> Brent Woolsey is a fee-only financial advisor at Red Crane Wealth in Palo Alto, California, who holds the CFP credential. Brent focuses on equity compensation, retirement planning and small business owners. Red Crane Wealth reports charging a percentage of assets, hourly fees, fixed fees and performance-based fees on its Form ADV.

Page: https://find.wellspent.co/advisors/brent-woolsey/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Red Crane Wealth
- **Based in:** Palo Alto, California
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees; Performance-based fees
- **Works virtually:** Yes (firm's website)
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $151.6M across 441 accounts
- **Credentials:** CFP
- **Specialties:** Equity compensation, Retirement planning, Small business owners
- **Works with:** Retirees, Pre-retirees, Mid-life transitions
- **CRD:** 4863635 (https://adviserinfo.sec.gov/individual/summary/4863635)
- **SEC registration:** Investment adviser representative in CA, TX
- **Exams passed:** Series 66 (2005)
- **Firm size:** 3 employees
- **Disclosures:** Reported; see the SEC record
- **Website:** http://www.redcranewealth.com

## Frequently asked questions

### Is Brent Woolsey a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Brent holds no broker registration, and Red Crane Wealth reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Brent charge for financial advice?

Brent's firm, Red Crane Wealth, reports charging a percentage of assets, hourly fees, fixed fees and performance-based fees on its SEC Form ADV.

### Does Brent work with clients virtually?

Yes. Red Crane Wealth says on its website that it works with clients remotely.

### Where is Brent Woolsey based?

Brent Woolsey is based in Palo Alto, California.

### What does Brent specialize in?

Brent's specialties include equity compensation, retirement planning and small business owners. Brent works with retirees, pre-retirees and mid-life transitions.

### What credentials does Brent Woolsey hold?

Brent Woolsey holds the CFP credential.

### Is Brent Woolsey registered with the SEC?

Yes. Brent Woolsey is registered as an investment adviser representative in CA and TX (CRD 4863635), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.

### How much does Red Crane Wealth manage?

Red Crane Wealth reports $151.6M across 441 accounts in assets under management.

### How do I contact Brent Woolsey?

Through Brent's website, www.redcranewealth.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/4863635): the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://redcranewealth.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.