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535 Mission Street
San Francisco, CA, 94105

415 494 8262

We are a team of fee-based CERTIFIED FINANCIAL PLANNER™ (CFP®) professionals committed to transparency and the fiduciary standard of care. Our relationship-based, comprehensive approach to wealth management and financial planning is designed to create and conserve wealth while providing our clients with financial peace of mind and an increased quality of life.

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Pricing | Citrine Capital

What are  financial planning fees in San Francisco? Citrine Capital is a wealth management company serving families, professionals, and entrepreneurs.

Pricing

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Citrine Capital is a fee-only Registered Investment Advisor (RIA). This means we are paid only by our clients. We do not accept commissions or fees from any investment institutions or insurance companies, and we have no proprietary products. Below is a breakdown of how we are paid.

Upfront Plan Fee - A one-time fee ranging from $4,000 to $10,000 is due at the completion of your financial plan. The exact amount is based on the complexity of your financial picture and needs. This fee is waived for clients who utilize our ongoing financial planning and wealth management services (below).

Wealth Management Fee - The wealth management fee covers our ongoing financial planning and wealth management services. This fee starts at an annual rate of 0.95% of assets under management, and this percentage decreases as the amount of managed assets increases. The exact percentage depends on the total amount of assets managed by Citrine Capital. The wealth management fee is subject to a minimum of $4,200 per year ($350 per month).