Firm
Red Crane Wealth
Palo Alto, California
Fee-only
Facts
| Based in | Palo Alto, California |
|---|---|
| Website | redcranewealth.com |
| [email protected] | |
| Phone | (415) 316-0982 |
Red Crane Wealth fees
Red Crane Wealth doesn't publish its prices on its website, or we couldn't confirm them word for word. Ask for its Form ADV Part 2A, which must describe its fees.
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 · Performance-based fees |
|---|---|
| Assets managed | $152 million |
| Individual clients | 95 |
| Financial planning | Offered |
| Form ADV filed | February 19, 2026 |
| SEC record | CRD 284006 |