Firm
Griffin Black, LLC
Redwood City, California
Fee-only
Griffin Black, LLC at a glance
- One of 1,191 fee-only firms based in California in the Wellspent graph.
- 4 advisors are listed here; 3 of 4 hold the CFP.
- Its Form ADV reports 9 employees and 171 individual clients, 94 of them high net worth.
- Its average account is about $509,000 (assets it manages divided by its 698 accounts).
Fee-only advisors in California · What fee-only advisors charge in California
Facts
| Based in | Redwood City, California |
|---|---|
| Website | griffinblack.com |
| [email protected] | |
| Phone | (650) 368-5785 |
Griffin Black, 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.
| Asset-based fee | 1% a year on the first tier of assets |
|---|---|
| Account minimum | $300,000 |
| How it charges | Percentage of assets · Ongoing planning fee |
In the firm's words
"1.00% of the first $1,000,000 of invested assets, plus" source
"20–29 years $300,000" source
"we base our ongoing fees for Wealth Management on assets under management" source
"Griffin Black charges a straightforward annual fee for long-term holistic wealth management." 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 · Hourly · Fixed fees |
|---|---|
| Assets managed | $356 million |
| Individual clients | 77 |
| High-net-worth clients | 94 |
| Accounts managed | 698 |
| Employees | 9 |
| Planning clients | 101-250 |
| Registered with | The SEC (801-117753) |
| Financial planning | Offered |
| Form ADV filed | September 29, 2026 |
| SEC record | CRD 134684 |