Ariadne Horstman is a CFP-designated registered investment advisor at Tamarind Financial Planning, based in San Mateo, CA, with 13 years of industry experience. Ariadne operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Cross-Border Planning, Education Planning, Estate Planning, and 8 more. Their firm serves 50 clients.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $5.0M | 0.80% |
| $5.0M - $10.0M | 0.70% |
| $10M+ | 0.50% |
Fees are negotiable. Combined financial planning and investment management clients are subject to a $10,000 annual minimum fee, which is waived if portfolio assets reach $1,000,000.
Fee Estimator
Contact
Ariadne Horstman
Location
1900 S. Norfolk St, Suite 350, San Mateo, CA, 94403
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Tamarind Financial Planning
Previous Registrations
Appreciate Personal Finance
Sensiba San Filippo Financial Advisers LLC
Jjk Investment Management
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
Additional Information
Ariadne founded Appreciate Finance in 2015 and merged her business with Tamarind Financial Planning in 2022.
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