Jeffrey Wu
Red Crane Wealth · Palo Alto, California
Jeffrey Wu is a fee-only financial advisor at Red Crane Wealth in Palo Alto, California, who holds the CFP credential. Jeffrey 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 4894325 |
| Exams passed | Series 66 (2005) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | www.redcranewealth.com |
| Profile |
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Questions about Jeffrey
Is Jeffrey Wu a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Jeffrey 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 Jeffrey charge for financial advice?
Jeffrey'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 Jeffrey work with clients virtually?
Yes. Red Crane Wealth says on its website that it works with clients remotely.
Where is Jeffrey Wu based?
Jeffrey Wu is based in Palo Alto, California.
What does Jeffrey specialize in?
Jeffrey's specialties include equity compensation, retirement planning and small business owners. Jeffrey works with retirees, pre-retirees and mid-life transitions.
What credentials does Jeffrey Wu hold?
Jeffrey Wu holds the CFP credential.
Is Jeffrey Wu registered with the SEC?
Yes. Jeffrey Wu is registered as an investment adviser representative in CA and TX (CRD 4894325), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Red Crane Wealth manage?
Red Crane Wealth reports $151.6M across 441 accounts in assets under management.
How do I contact Jeffrey Wu?
Through Jeffrey'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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