Daniel Tripp
Redwood Grove Wealth Management · San Rafael, California
Daniel Tripp is a fee-only financial advisor at Redwood Grove Wealth Management in San Rafael, California, who holds the CFP credential. Daniel charges a one-time planning fee (one-time plans from $3,000) and focuses on sustainable & impact investing, estate & legacy planning and retirement planning.
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Specialties
Facts
| Firm | Redwood Grove Wealth Management |
|---|---|
| Based in | San Rafael, California |
| Fee model | One-time planning fee |
| Fees (firm's website) | One-time plans from $3,000 |
| Accepting new clients | Yes |
| Assets under management | $151.3M across 265 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CA, TX · CRD 7129128 |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | www.redwoodgrovewm.com |
| Profile |
How Daniel's firm compares
- A one-time plan starts at $3,000, above the California median of $2,500 for fee-only firms that publish prices.
- Redwood Grove Wealth Management's average account is about $571,000, from its Form ADV (assets managed divided by 265 accounts).
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Questions about Daniel
Is Daniel Tripp a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Daniel holds no broker registration, and Redwood Grove Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Daniel charge for financial advice?
Daniel charges a one-time planning fee.
How much does Daniel charge?
According to Redwood Grove Wealth Management's website, checked October 30, 2026: one-time plans from $3,000.
Where is Daniel Tripp based?
Daniel Tripp is based in San Rafael, California.
What does Daniel specialize in?
Daniel's specialties include sustainable & impact investing, estate & legacy planning and retirement planning.
What credentials does Daniel Tripp hold?
Daniel Tripp holds the CFP credential.
Is Daniel Tripp registered with the SEC?
Yes. Daniel Tripp is registered as an investment adviser representative in CA and TX (CRD 7129128), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Redwood Grove Wealth Management manage?
Redwood Grove Wealth Management reports $151.3M across 265 accounts in assets under management.
How do I contact Daniel Tripp?
Through Daniel's website, www.redwoodgrovewm.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
- Redwood Grove Wealth Management 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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