# Redwood Coast Financial Partners

> Redwood Coast Financial Partners is an SEC-registered investment advisory firm in Eureka, CA, registered since 2021, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated January 20, 2026.

- CRD: 226560
- Filed as: REDWOOD COAST FINANCIAL PARTNERS
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Eureka, CA
- Filing period: October 2026
- Form ADV filing dated: January 20, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/226560
- AdvisorCensus page: https://advisorcensus.com/firm/redwood-coast-financial-partners-eureka-ca-226560

## Quick answers

**How is Redwood Coast Financial Partners compensated?**
On its Form ADV (Item 5.E, October 2026), Redwood Coast Financial Partners reports these compensation arrangements: a percentage of assets under its management.

**How much does Redwood Coast Financial Partners charge?**
Its Form ADV Part 2A brochure dated January 20, 2026 states: Up to $250,000: 2% a year; $250,001 to $1,000,000: 1.5% a year; Above $1,000,001: 1% a year. Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Redwood Coast Financial Partners located?**
Redwood Coast Financial Partners' principal office is in Eureka, CA, according to its Form ADV; the February 2026 filing also lists 2 other offices (Schedule D, Section 1.F).

**Is Redwood Coast Financial Partners registered with the SEC or a state?**
Redwood Coast Financial Partners is an SEC-registered investment advisory firm, registered since 2021. Status as filed: Approved. CRD 226560.

**How much does Redwood Coast Financial Partners manage?**
Redwood Coast Financial Partners reports $151,840,000 in regulatory assets under management in its Form ADV filing dated January 20, 2026 (0% discretionary).

**How have Redwood Coast Financial Partners' assets and staff changed since 2021?**
In the Form ADV data for Redwood Coast Financial Partners: Regulatory assets under management: $126,300,000 in the October 2021 data and $151,840,000 in the October 2026 data, up 20%. Total employees: 6 in October 2021 and 4 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Redwood Coast Financial Partners serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (984); pension and profit sharing plans (but not the plan participants or government pension plans) (4); high net worth individuals (3).

**Which custodians does Redwood Coast Financial Partners use?**
Redwood Coast Financial Partners' most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Redwood Coast Financial Partners report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/226560

**Does Redwood Coast Financial Partners state an account minimum?**
Its Form ADV Part 2A brochure dated January 20, 2026 says: "There is no account minimum for any of RCFP’s services."

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Fees and minimums (Form ADV Part 2A brochure dated January 20, 2026)

- Up to $250,000: 2% a year
- $250,001 to $1,000,000: 1.5% a year
- Above $1,000,001: 1% a year

> Total Assets Under Management Annual Fee $0 - $250,000 2.00% $250,001 - $1,000,000 1.50% $1,000,001 - And Up 1.00%

> These fees are generally negotiable and the final fee schedule is attached as Exhibit II of the Investment Advisory Contract.

- Account minimum: None

> There is no account minimum for any of RCFP’s services.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $151,840,000
- Discretionary: $0
- Non-discretionary: $151,840,000

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 984 | $137,550,380 |
| High net worth individuals | 3 | $9,100,000 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 4 | $3,000,000 |
| Charitable organizations | 2 | $1,511,620 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 2 | $678,000 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Publication of periodicals or newsletters

### Firm details
- Registered since: 2021 (5 years)
- Employees: 4 total, 2 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: AZ, CA, MO, NC, NJ, NV, OR, PA, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the February 2026 filing
- Cherry Hill, NJ
- Tucson, AZ

### Websites listed on Form ADV (Item 1.I)
- redwoodcoastfinancialpartners.com
- Facebook @REDWOODCOASTFINANCIALPARTNERS

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $126,300,000 | 6 | July 28, 2021 |
| October 2022 | $115,700,000 | 6 | August 18, 2022 |
| October 2023 | $123,868,000 | 6 | August 3, 2023 |
| October 2024 | $136,254,000 | 6 | February 20, 2024 |
| October 2025 | $141,601,000 | 4 | February 19, 2025 |
| October 2026 | $151,840,000 | 4 | January 20, 2026 |

Regulatory assets under management: $126,300,000 in the October 2021 data and $151,840,000 in the October 2026 data, up 20%.
Total employees: 6 in October 2021 and 4 in October 2026.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Redwood Coast Financial Partners (CRD 226560): Form ADV filing data as of October 2026.