Redwood Grove Wealth Management
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
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
Expertise
Fee options
Fixed fees for financial planning services; typical one-time plan fees range from $4,000 to $5,000
$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
Hourly fees for financial planning services are charged depending on scope and complexity, specific rates not stated
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
3950 Civic Center Dr., Suite 210
San Rafael CA 94903
Advisors at this office
2
Most active in
California · Texas
Also doing business as
Redwood Grove Wealth Management · Redwood Grove Wealth Management LLC · Steinhofer, Tanya Koreen
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.
Quick links
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.
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.
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