Brent Woolsey
Red Crane Wealth · Palo Alto, California
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.
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Specialties
Who they serve
- Retirees
- Pre-retirees
- Mid-life transitions
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 |
| Accepting new clients | Yes |
| Assets under management | $151.6M across 441 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CA, TX · CRD 4863635 |
| Exams passed | Series 66 (2005) |
| Firm size | 3 employees |
| Disclosures | Reported; see the SEC record |
| Website | www.redcranewealth.com |
| Profile |
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Questions about Brent
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : 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
- Red Crane Wealth website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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