Jeffrey Clark
Redwood Money · San Jose, California
Jeffrey Clark is a fee-only financial advisor at Redwood Money in San Jose, California, who holds the CFP credential. Jeffrey charges a percentage of assets, an ongoing planning fee and a one-time planning fee (ongoing planning from $6,000 a year and one-time plans from $2,000) and focuses on equity compensation, small business owners and retirement planning.
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Specialties
Who they serve
- Tech employees
- Retirees
Facts
| Firm | Redwood Money |
|---|---|
| Based in | San Jose, California |
| Fee model | Percentage of assets · Ongoing planning fee · One-time planning fee |
| Fees (firm's website) | Ongoing planning from $6,000 a year · One-time plans from $2,000 · 0.95% a year on the first tier of assets managed |
| Accepting new clients | Yes |
| Assets under management | $87.4M across 349 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in TX · CRD 6778401 |
| Exams passed | Series 65 (2017) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | www.redwoodmoney.com |
| Profile |
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Questions about Jeffrey
Is Jeffrey Clark a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Jeffrey holds no broker registration, and Redwood Money reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Jeffrey charge for financial advice?
Jeffrey charges a percentage of assets, an ongoing planning fee and a one-time planning fee.
How much does Jeffrey charge?
According to Redwood Money's website, checked October 30, 2026: ongoing planning from $6,000 a year; one-time plans from $2,000; 0.95% a year on the first tier of assets managed.
Where is Jeffrey Clark based?
Jeffrey Clark is based in San Jose, California.
What does Jeffrey specialize in?
Jeffrey's specialties include equity compensation, small business owners, retirement planning, founders (pre-exit), tax planning and estate & legacy planning. Jeffrey works with tech employees and retirees.
What credentials does Jeffrey Clark hold?
Jeffrey Clark holds the CFP credential.
Is Jeffrey Clark registered with the SEC?
Yes. Jeffrey Clark is registered as an investment adviser representative in TX (CRD 6778401), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Redwood Money manage?
Redwood Money reports $87.4M across 349 accounts in assets under management.
How do I contact Jeffrey Clark?
Through Jeffrey's website, www.redwoodmoney.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 Money 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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