Firm
Citrine Capital
San Francisco, California
Fee-only
Citrine Capital at a glance
- One of 1,191 fee-only firms based in California in the Wellspent graph.
- 5 advisors are listed here; all hold the CFP.
- Its Form ADV reports 8 employees and 141 individual clients, 75 of them high net worth.
- Its average account is about $542,000 (assets it manages divided by its 640 accounts).
- Its ongoing planning fee starts at $30,000 a year, above the California median of $6,000.
- Its website says it's taking new clients.
- It works with clients virtually as well as in person.
Fee-only advisors in California · What fee-only advisors charge in California
Facts
| Based in | San Francisco, California |
|---|---|
| Website | citrinecapitaladvisors.com |
| [email protected] | |
| Phone | (415) 494-8262 |
Citrine Capital 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 $30,000 a year |
|---|---|
| How it charges | Ongoing planning fee |
In the firm's words
"Below $5,000,000 $30,000" source
"These fees can be paid monthly or quarterly." 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 | Percentage of assets · Fixed fees |
|---|---|
| Assets managed | $347 million |
| Individual clients | 66 |
| High-net-worth clients | 75 |
| Accounts managed | 640 |
| Employees | 8 |
| Planning clients | 101-250 |
| Registered with | The SEC (801-120487) |
| Financial planning | Offered |
| Form ADV filed | March 16, 2026 |
| SEC record | CRD 171735 |