Firm
Macroclimate
Sausalito, California
Fee-only
Macroclimate at a glance
- One of 1,191 fee-only firms based in California in the Wellspent graph.
- 2 advisors are listed here.
- Its Form ADV reports 2 employees and 39 individual clients, 27 of them high net worth.
- Its average account is about $2.0 million (assets it manages divided by its 103 accounts).
- Its ongoing planning fee starts at $2,000 a year, below the California median of $6,000.
Fee-only advisors in California · What fee-only advisors charge in California
Facts
| Based in | Sausalito, California |
|---|---|
| Website | macroclimate.com |
| [email protected] | |
| Phone | (415) 723-9695 |
Macroclimate 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 $2,000 a year |
|---|---|
| Asset-based fee | 0.25% to 0.4% a year |
| Account minimum | $200,000 |
| How it charges | Percentage of assets · Flat fee |
In the firm's words
"$2,000 flat fee *" source
"> $10,000,000 0.25% of account balance" source
"$500,001 to $5,000,000 0.40% of account balance" source
"$200,000 to $500,000" 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 | $210 million |
| Individual clients | 12 |
| High-net-worth clients | 27 |
| Accounts managed | 103 |
| Employees | 2 |
| Planning clients | 1-10 |
| Registered with | The SEC (801-106574) |
| Financial planning | Offered |
| Form ADV filed | July 9, 2026 |
| SEC record | CRD 130655 |