Firm
Tidemark Financial Partners
San Diego, California
Fee-only
Facts
| Based in | San Diego, California |
|---|---|
| Website | tidemarkfp.com |
| Phone | (888) 791-0197 |
Tidemark Financial Partners 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 $800 |
|---|---|
| Asset-based fee | 0.5% to 1.5% a year |
| How it charges | Flat fee · Percentage of assets · Ongoing planning fee |
In the firm's words
"Our financial planning services are offered at a flat fee ranging from $800 to $10,000" source
"Annual fees range from 0.50% to 1.50% based on the asset size and the complexity of strategy." source
"Annual fees range from 0.50% to 1.50% based on the asset size and the complexity of strategy." source
"Annual fees range from 0.50% to 1.50% based on the asset size and the complexity of strategy." 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 | $463 million |
| Individual clients | 623 |
| Financial planning | Offered |
| Form ADV filed | September 22, 2026 |
| SEC record | CRD 327611 |