Firm
Tamarind Financial Planning
Palo Alto, California
Fee-only
Tamarind Financial Planning at a glance
- One of 1,191 fee-only firms based in California in the Wellspent graph.
- 3 advisors are listed here; all hold the CFP.
- Its Form ADV reports 3 employees and 50 individual clients, 40 of them high net worth.
- Its ongoing planning fee starts at $10,000 a year, above the California median of $6,000.
Fee-only advisors in California · What fee-only advisors charge in California
Facts
| Based in | Palo Alto, California |
|---|---|
| Website | tamarindfinancial.com |
| [email protected] | |
| Phone | (650) 667-8691 |
Tamarind Financial Planning fees
What the firm's own website says it charges, checked October 28, 2026. We keep a price only when the exact words stating it appear on the page.
| Ongoing planning | From $10,000 a year |
|---|---|
| One-time plan | From $7,900 |
| How it charges | Percentage of assets · Ongoing planning fee · One-time plans or projects |
In the firm's words
"Typical Complexity – $2,500 per quarter" source
"Typical Complexity – $7,900" source
"Annual fees start at 1% of invested 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 · Hourly · Fixed fees |
|---|---|
| Individual clients | 10 |
| High-net-worth clients | 40 |
| Employees | 3 |
| Planning clients | 51-100 |
| Financial planning | Offered |
| Form ADV filed | August 12, 2026 |
| SEC record | CRD 155651 |