Firm
Woven Capital
Redding, California
Fee-only
Woven Capital at a glance
- One of 1,191 fee-only firms based in California in the Wellspent graph.
- 1 advisor is listed here, who holds the CFP.
- Its Form ADV reports 1 employee and 65 individual clients, 23 of them high net worth.
- Its average account is about $238,000 (assets it manages divided by its 98 accounts).
- Its website says it's taking new clients.
Fee-only advisors in California · What fee-only advisors charge in California
Facts
| Based in | Redding, California |
|---|---|
| Website | wovencapital.net |
| Phone | (530) 255-4476 |
Woven Capital 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.
| One-time plan | From $1,500 |
|---|---|
| Asset-based fee | 0.9% a year on the first tier of assets |
| Account minimum | None |
| How it charges | Percentage of assets · One-time plans or projects |
In the firm's words
"Starting at $1,500 (one-time fee)." source
"Starting at 0.90% annual fee with a 0.225% quarterly fee for assets up to $1,000,001" source
"we don’t believe in asset minimums" source
"Starting at 0.90% annual fee with a 0.225% quarterly fee for assets up to $1,000,001" 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 | $23 million |
| Individual clients | 42 |
| High-net-worth clients | 23 |
| Accounts managed | 98 |
| Employees | 1 |
| Planning clients | 1-10 |
| Financial planning | Offered |
| Form ADV filed | March 31, 2026 |
| SEC record | CRD 171540 |