Tanya Steinhofer
Redwood Grove Wealth Management · San Rafael, California
Tanya Steinhofer is a fee-only financial advisor at Redwood Grove Wealth Management in San Rafael, California, who holds the CFP and CFA credentials. Tanya 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 · CFA |
| SEC registration | Investment adviser representative in CA, TX · CRD 4012338 |
| Exams passed | Series 63 (1999) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | www.redwoodgrovewm.com |
| Profile |
How Tanya'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 Tanya
Is Tanya Steinhofer a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Tanya 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 Tanya charge for financial advice?
Tanya charges a one-time planning fee.
How much does Tanya charge?
According to Redwood Grove Wealth Management's website, checked October 30, 2026: one-time plans from $3,000.
Where is Tanya Steinhofer based?
Tanya Steinhofer is based in San Rafael, California.
What does Tanya specialize in?
Tanya's specialties include sustainable & impact investing, estate & legacy planning and retirement planning.
What credentials does Tanya Steinhofer hold?
Tanya Steinhofer holds the CFP and CFA credentials.
Is Tanya Steinhofer registered with the SEC?
Yes. Tanya Steinhofer is registered as an investment adviser representative in CA and TX (CRD 4012338), 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 Tanya Steinhofer?
Through Tanya'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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