Russell Clifford
Clifford Financial Planning, Inc. · Santa Rosa, California
Russell Clifford is a fee-only financial advisor at Clifford Financial Planning, Inc. in Santa Rosa, California, who holds the CFP credential. Clifford Financial Planning, Inc. reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Clifford Financial Planning, Inc. |
|---|---|
| Based in | Santa Rosa, California |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $42.9M across 263 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CA · CRD 2537734 |
| Exams passed | Series 63 (1994) |
| Firm size | 2 employees |
| Disclosures | Reported; see the SEC record |
| Website | cliffordfinancialplanning.com |
| Profile |
How Russell's firm compares
- Clifford Financial Planning, Inc.'s average account is about $163,000, from its Form ADV (assets managed divided by 263 accounts).
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Questions about Russell
Is Russell Clifford a fee-only financial advisor?
Yes. Russell Clifford is listed in the NAPFA directory (NAPFA admits only fee-only advisors). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Russell's firm.
How does Russell charge for financial advice?
Russell's firm, Clifford Financial Planning, Inc., reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Russell Clifford based?
Russell Clifford is based in Santa Rosa, California.
What credentials does Russell Clifford hold?
Russell Clifford holds the CFP credential.
Is Russell Clifford registered with the SEC?
Yes. Russell Clifford is registered as an investment adviser representative in CA (CRD 2537734), per SEC Investment Adviser Public Disclosure data as of October 27, 2026. The record lists disclosures; see the SEC record for details.
How much does Clifford Financial Planning, Inc. manage?
Clifford Financial Planning, Inc. reports $42.9M across 263 accounts in assets under management.
How do I contact Russell Clifford?
Through Russell's website, cliffordfinancialplanning.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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