Firm
Redwood Money
San Jose, California
Fee-only
Facts
| Based in | San Jose, California |
|---|---|
| Website | redwoodmoney.com |
| Phone | (408) 617-8757 |
Redwood Money 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 $6,000 a year |
|---|---|
| One-time plan | From $2,000 |
| Asset-based fee | 0.95% a year on the first tier of assets |
| How it charges | Percentage of assets · Ongoing planning fee · One-time plans or projects |
In the firm's words
"Monthly Planning Fee: $500-$2,500" source
"Initial Planning Fee: $2,000-$5,000" source
"First $2,000,000- 0.95% annually" 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 | $87 million |
| Individual clients | 74 |
| Financial planning | Offered |
| Form ADV filed | August 14, 2026 |
| SEC record | CRD 317667 |