Nathaniel Sarkar
Redwood Money · Sunnyvale, California
Nathaniel Sarkar is a fee-only financial advisor at Redwood Money in Sunnyvale, California, who holds the CFP credential. Nathaniel 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 | Sunnyvale, 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 CA · CRD 6525698 |
| Exams passed | Series 63 (2016) · Series 66 (2016) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | www.redwoodmoney.com |
| Profile |
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Questions about Nathaniel
Is Nathaniel Sarkar a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Nathaniel 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 Nathaniel charge for financial advice?
Nathaniel charges a percentage of assets, an ongoing planning fee and a one-time planning fee.
How much does Nathaniel 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 Nathaniel Sarkar based?
Nathaniel Sarkar is based in Sunnyvale, California.
What does Nathaniel specialize in?
Nathaniel's specialties include equity compensation, small business owners, retirement planning, founders (pre-exit), tax planning and estate & legacy planning. Nathaniel works with tech employees and retirees.
What credentials does Nathaniel Sarkar hold?
Nathaniel Sarkar holds the CFP credential.
Is Nathaniel Sarkar registered with the SEC?
Yes. Nathaniel Sarkar is registered as an investment adviser representative in CA (CRD 6525698), 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 Nathaniel Sarkar?
Through Nathaniel'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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