Firm
Redwood Grove Wealth Management
San Rafael, California
Fee-only
Redwood Grove Wealth Management at a glance
- One of 1,191 fee-only firms based in California in the Wellspent graph.
- 2 advisors are listed here; all hold the CFP.
- Its Form ADV reports 3 employees and 72 individual clients, 49 of them high net worth.
- Its average account is about $571,000 (assets it manages divided by its 265 accounts).
- Its website says it's taking new clients.
Fee-only advisors in California · What fee-only advisors charge in California
Facts
| Based in | San Rafael, California |
|---|---|
| Website | redwoodgrovewm.com |
| Phone | (415) 737-5003 |
Redwood Grove Wealth Management 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.
| One-time plan | From $3,000 |
|---|---|
| How it charges | One-time plans or projects |
In the firm's words
"A comprehensive financial plan tends to range in price from $3,000 to $6,000, based on complexity of the situation." source
"A comprehensive financial plan tends to range in price from $3,000 to $6,000, based on complexity of the situation." 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 | $151 million |
| Individual clients | 23 |
| High-net-worth clients | 49 |
| Accounts managed | 265 |
| Employees | 3 |
| Planning clients | 51-100 |
| Registered with | The SEC (801-126069) |
| Financial planning | Offered |
| Form ADV filed | March 16, 2026 |
| SEC record | CRD 150667 |