Firm
Birchwood Capital LLC
Carlsbad, California
Fee-only
Birchwood Capital LLC at a glance
- One of 1,191 fee-only firms based in California in the Wellspent graph.
- 2 advisors are listed here; all hold the CFA.
- Its Form ADV reports 3 employees and 53 individual clients, 30 of them high net worth.
- Its average account is about $417,000 (assets it manages divided by its 252 accounts).
- Its ongoing planning fee starts at $45,000 a year, above the California median of $6,000.
Fee-only advisors in California · What fee-only advisors charge in California
Facts
| Based in | Carlsbad, California |
|---|---|
| Website | birchwoodcapital.com |
| Phone | (666) 666-6666 |
Birchwood Capital LLC fees
What the firm's own website says it charges, checked October 28, 2026. We keep a price only when the exact words stating it appear on the page.
| Ongoing planning | From $45,000 a year |
|---|---|
| Account minimum | $10,000,000 |
| How it charges | Flat fee · Ongoing planning fee |
In the firm's words
"Fee range: $45,000 - $60,000/yr" source
"Have $10-25 million in investable assets" source
"Fee range: $45,000 - $60,000/yr" source
"One transparent annual fee that does not rise with your assets." source
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Hourly · Fixed fees |
|---|---|
| Assets managed | $105 million |
| Individual clients | 23 |
| High-net-worth clients | 30 |
| Accounts managed | 252 |
| Employees | 3 |
| Planning clients | 26-50 |
| Financial planning | Offered |
| Form ADV filed | January 20, 2026 |
| SEC record | CRD 310219 |