Firm
Boldin
Mill Valley, California
Fee-only
Boldin at a glance
- One of 1,191 fee-only firms based in California in the Wellspent graph.
- 11 advisors are listed here; 10 of 11 hold the CFP.
- Its Form ADV reports 15 employees and 821 individual clients, 516 of them high net worth.
- Its ongoing planning fee starts at $168 a year, below the California median of $6,000.
- Its website says it's taking new clients.
Fee-only advisors in California · What fee-only advisors charge in California
Facts
| Based in | Mill Valley, California |
|---|---|
| Website | boldin.com |
| Phone | (415) 462-5665 |
Boldin fees
What the firm's own website says it charges, checked October 30, 2026. We keep a price only when the exact words stating it appear on the page.
| Ongoing planning | From $168 a year |
|---|---|
| One-time plan | From $3,200 |
| How it charges | Flat fee · Ongoing planning fee |
In the firm's words
"$168 billed annually after your 14 day free trial · Cancel anytime" source
"$3,200 flat fee get a comprehensive retirement plan checkup" source
"$3,200 flat fee get a comprehensive retirement plan checkup" source
"$168 billed annually after your 14 day free trial · Cancel anytime" 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 |
|---|---|
| Individual clients | 305 |
| High-net-worth clients | 516 |
| Employees | 15 |
| Planning clients | More than 500 |
| Registered with | The SEC (801-132987) |
| Financial planning | Offered |
| Form ADV filed | October 12, 2026 |
| SEC record | CRD 294881 |