AdvisorRanked
95
Clean

REDWOOD PARK ADVISORS

3 TWIN DOLPHIN DRIVE, REDWOOD CITY, CA 94065
Fiduciaryfee-onlySEC Registered
866-579-8808 www.redwoodparkadvisors.com/ CRD #307958
$170M
Assets Managed
2
Clients
3
Employees
3
Years Active
since 2023

Compensation Model

% of Assets (AUM)
Hourly Fees
Fixed / Flat Fees
Commissions
Performance Fees

Compensation type disclosed on SEC Form ADV Item 5C. Filed 46100. Specific fee percentages are available in this firm's Form ADV Part 2A brochure at adviserinfo.sec.gov.

Conflict of Interest Analysis

Broker-Dealer Affiliated: No

No broker-dealer affiliation. Lower risk of commission-driven advice.

Insurance Licensed: No

Not insurance licensed. Cannot sell you annuity or insurance products directly.

Custody of Client Assets: Yes

This firm has direct custody of client assets, rather than using an independent custodian. This is a higher-risk arrangement that requires additional regulatory safeguards.

Proprietary Products: No

Uses only third-party investment products. No proprietary product conflicts.

Regulatory & Disciplinary History

Clean Record

No disciplinary events, regulatory actions, or customer complaints on file with the SEC or FINRA. This firm has maintained a spotless regulatory record for 3 years.

Firm Details

Legal NameREDWOOD PARK ADVISORS
CRD Number#307958
SEC RegisteredYes
Registration Date2023-06-16
States RegisteredCA
Assets Under Management$170M
Number of Clients2
Employees3
Compensation Typefee-only
Last ADV Filing46100

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Frequently Asked Questions

Is REDWOOD PARK ADVISORS a fiduciary?

Yes. REDWOOD PARK ADVISORS is a registered investment adviser (RIA) with the SEC, which means they are legally required to act as a fiduciary — putting your interests ahead of their own.

How does REDWOOD PARK ADVISORS charge clients?

REDWOOD PARK ADVISORS uses a fee-only compensation model. Full fee details are in their Form ADV Part 2A brochure at adviserinfo.sec.gov.

Does REDWOOD PARK ADVISORS have any complaints?

No. REDWOOD PARK ADVISORS has zero complaints or disciplinary actions on file with the SEC or FINRA across 3 years of operation.

How does REDWOOD PARK ADVISORS compare to other advisors in REDWOOD CITY?

REDWOOD PARK ADVISORS has a Red Flag Score of 95/100. There are 8 registered advisory firms in REDWOOD CITY. Use our city page to compare firms side by side.

Where does this data come from?

All information is sourced from SEC Form ADV public filings (mandatory regulatory disclosures) and FINRA BrokerCheck records. Last updated: 2026-06-24. We do not accept payment from financial advisors.

Data source: SEC Form ADV (Parts 1 and 2A) filed with the Investment Adviser Registration Depository (IARD). Filing date: 46100. Last data refresh: 2026-06-24. AdvisorRanked does not verify the accuracy of SEC filings. This is not financial advice.