Fee-only adviser · San Mateo, CA
Tamarind Financial Planning
Tamarind Financial Planning is a fee-only investment adviser registered with the securities regulator of California, with its main office in San Mateo, California. On its latest Form ADV, filed August 12, 2026, it reports 50 individual clients and 3 employees who give investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.
Key facts from Form ADV
| Registration | State-registered: California |
|---|---|
| Firm CRD number | 155651 |
| Office | 1900 S. Norfolk ST Suite 350 San Mateo, CA 94403 |
| Phone | (650) 667-8691 |
| Website | tamarindfinancial.com |
| Regulatory assets under management | Not reported |
| Individual clients | 10 non-high-net-worth, 40 high-net-worth |
| Financial planning clients | 51-100 |
| How it charges | Percentage of assets, Hourly, Fixed fee |
| Services | Financial planning, Portfolio management, Pension consulting, Selection of other advisers, Educational seminars |
| Employees | 3 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | August 12, 2026 |
Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.
What this means for you
- It offers hourly or fixed-fee arrangements, so you may be able to pay for a plan without handing over your investments.
- It also charges a percentage of assets managed for ongoing investment management.
- Most of its individual clients are high-net-worth, which on Form ADV means they meet the SEC’s qualified-client or qualified-purchaser test: broadly, more than $1 million managed by the adviser or a net worth above $2 million, with the thresholds indexed for inflation.
- It provides financial planning services, not only portfolio management.
- It reports no disciplinary history on Form ADV.
Before you hire any adviser
Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.
Other fee-only advisers in San Mateo
- Private Portfolios, Inc. $293M
- International Asset Management $173M
- King Wealth Advisors, LLC $94M
- Roach Investment Services $56M
- Chen Financial Group, LLC Not reported
- Caregen Wealth Management $110M
See all 20 fee-only advisers in San Mateo →
Nearby
- Foster City 6 firms
- Burlingame 7 firms
- Redwood City 6 firms
- Redwood Shores 3 firms
- San Carlos 1 firm
- Millbrae 1 firm
- Woodside 1 firm
- South San Francisco 2 firms
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