Redwood Grove Wealth Management

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Client assets under management

$149,640,778

Clients

68% high-net worth

Advisors

of 3 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

Low

Average account size

$2,078,344

About

Redwood Grove Wealth Management provides discretionary asset management and comprehensive financial planning to individual clients and families, overseeing $151,319,341 in client assets for about 72 accounts as of December 31, 2025. The firm offers ongoing portfolio management alongside one-time or ongoing financial planning services tailored to clients’ goals and circumstances.

The firm’s investment approach emphasizes diversified, tax-efficient, low-cost portfolios built primarily with index mutual funds and exchange-traded funds and guided by Modern Portfolio Theory and long-term strategic allocations. RGWM generally seeks to minimize trading and may use sub‑advisers in limited cases while tailoring asset mixes to clients’ time horizon, risk tolerance, and other personal factors.

Distinctive operational features disclosed in the brochure include periodic listings on third‑party websites that generate client referrals, a stated policy permitting use of approved artificial intelligence tools for research while prohibiting AI from directing investment decisions, and an advisory team with recognized professional credentials and experience in areas such as real assets and sustainable investing. The firm also does not vote client proxies, leaving voting responsibility to clients, and provides quarterly performance reporting and regular client reviews.

Client services

Financial planning Portfolio management Selection of other advisers

Expertise

ESG / Sustainable investing Real estate investing General retirement planning General tax planning Equity Recipients (RS/RSU, SOP, ESPP)

Fee options

Fixed

Fixed fees for financial planning services; typical one-time plan fees range from $4,000 to $5,000

Percentage

$0 - $2,000,000: 1.00% annually $2,000,000 - $5,000,000: 0.80% annually $5,000,000 - $10,000,000: 0.70% annually $10,000,000+: 0.50% annually

Project-based

Hourly fees for financial planning services are charged depending on scope and complexity, specific rates not stated

Other

Minimum fee: $10,000 annual minimum fee for new clients; $5,000 annual minimum fee for clients prior to 2026 Fee-only: Financial planning fees range from $4,000 to $5,000 for one-time plans; fees can be fixed or hourly and are negotiable

Main office location

Redwood Grove Wealth Management

3950 Civic Center Dr., Suite 210

San Rafael CA 94903, United States

Number of offices

Most active in

California · Texas

Disclosures

Business activities & affiliations

Is not active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Bank

They're affiliated with a bank that may offer its own financial products and services.

Trust company

They provide trust and estate administration services, typically for separate fees.

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Lawyer

They provide legal services, typically billed separately.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

LinkedIn Website 415-737-5003

Advisors at this firm

Tanya S

CFP®, CFA®, Series 63

San Rafael, CA

Redwood Grove Wealth Management

Tanya Steinhofer is a CFP® and CFA® credentialed advisor with 19 years of industry experience. She has been with Redwood Grove Wealth Management since 2009. The firm serves individuals and families, providing discretionary asset management and comprehensive financial planning. Redwood Grove Wealth Management emphasizes long-term, tax-efficient, low-cost strategies focused on diversification and Modern Portfolio Theory, primarily using index mutual funds and ETFs.

ESG / Sustainable investing Real estate investing General retirement planning General tax planning Equity Recipients (RS/RSU, SOP, ESPP)

Daniel T

CFP®

San Rafael, CA

Redwood Grove Wealth Management

Daniel Tripp is a CFP® professional with six years of industry experience, currently serving at Redwood Grove Wealth Management since 2021. His prior roles include positions at Thirty Mile Financial LLC and Yeske Buie Inc., as well as service in the U.S. Air Force Reserve. Outside of financial advising, he owns and operates SoulFire AI Labs LLC, a software development business. Redwood Grove Wealth Management serves individuals and families by providing discretionary asset management and comprehensive financial planning. The firm employs a long-term, tax-efficient investment approach focused on diversification and low-cost index funds, managing approximately $131.8 million across 71 client accounts.

ESG / Sustainable investing Real estate investing General retirement planning General tax planning Equity Recipients (RS/RSU, SOP, ESPP)

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