Greenbook Financial
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About
Greenbook Financial LLC provides investment management, financial planning, and educational seminars and speaking engagements to individuals, high‑net‑worth clients, charitable organizations, and businesses. The firm offers both ongoing and project-based planning as well as portfolio management across common asset types and may trade on a discretionary or non‑discretionary basis consistent with client objectives.
The firm employs asset allocation with a mix of passive and active investments and may incorporate socially responsible (ESG) considerations when requested; investment selection is informed by fundamental, technical, and charting analysis. Financial plans are documented in writing and delivered as tailored roadmaps, with periodic reviews to align portfolios and recommendations with clients’ changing goals, risk tolerance, and tax considerations.
Noteworthy aspects include a billing model that accommodates fixed and hourly engagements and the operation of paid educational seminars, features that are uncommon among similar firms; the adviser also accepts both individual and organization clients rather than limiting services to retail investors alone. The firm does not act as a private fund adviser or charge performance‑based fees, and its leadership combines institutional brokerage and retirement‑plan experience with CFP® credentials, which informs its planning and seminar work.
Client services
Expertise
Occupation focus
Fee options
Flat fees for Project-Based Financial Planning range from $10,000 to $20,000; Educational Seminars fees range from $20,000 to $30,000 per seminar.
$0 - $999,999: 1.50% $1,000,000+: 1.35%
Hourly rate for Project-Based Financial Planning is $500.
Account minimum: $10,000 Fee-only: Ongoing Financial Planning fixed fees range from $4,000 to $10,000 annually, paid in equal monthly installments. Project-Based Financial Planning fixed fees range from $10,000 to $20,000 or $500/hour.
Main office
Oakland CA
Advisors at this office
1
Most active in
California
Also doing business as
Greenbook Financial · Greenbook Financial LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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