Firm
RADIANT Wealth Planning
Palo Alto, California
Fee-only
Facts
| Based in | Palo Alto, California |
|---|---|
| Website | radiantwealthplanning.com |
| [email protected] | |
| Phone | (650) 431-7799 |
RADIANT Wealth Planning 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.
| Account minimum | $1,000,000 |
|---|
In the firm's words
"premium, personalized wealth management for clients with $1,000,000 or more in investable 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 | Percentage of assets · Fixed fees |
|---|---|
| Assets managed | $15 million |
| Individual clients | 59 |
| Financial planning | Offered |
| Form ADV filed | January 7, 2026 |
| SEC record | CRD 310280 |