Fee-OnlyFinder

Advisers in Petaluma, CA

9 advisers in Petaluma — 9 registered with SEC or state. Alphabetical. We do not rate or rank advisers.

Financial planning (7)Hourly fees (6)Flat / fixed fees (6)

All advisers

Allpoint Financial Group765 Baywood Drive, Suite 147 · Petaluma, CA 94954 · (707) 303-7000 · Financial planningCRD 301028 · % of assets, Hourly charges, Fixed fees · $116.8 million AUMSEC registeredNo commissions reportedBreen Wealth Management, LLC200 Kentucky St., 2nd Floor Suite C · Petaluma, CA 94952 · (707) 595-6556 · Financial planningCRD 286513 · % of assets, Hourly charges · $318.8 million AUMSEC registeredNo commissions reportedCompass Wealth Advisors830 D Street5 · Petaluma, CA 94952 · (707) 494-3250 · % of assets managedCRD 165749 · % of assets · $42.8 million AUMState registeredNo commissions reportedCreekside Partners775 Baywood Drive, Suite 306 · Petaluma, CA 94954 · (707) 769-7820 · Financial planningCRD 125401 · % of assets, Fixed fees · $553.4 million AUMSEC registeredNo commissions reportedDobson Asset Management7 Fourth Street, Suite 25 · Petaluma, CA 94952 · (707) 766-9254 · Financial planningCRD 112079 · % of assets, Hourly charges, Fixed fees · $217.8 million AUMSEC registeredNo commissions reportedFpc Investment Advisory, INC.1465 North McDowell Blvd, Suite 170 · Petaluma, CA 94954 · (707) 795-0500 · Financial planningCRD 122728 · % of assets, Hourly charges, Fixed fees · $364.6 million AUMSEC registeredNo commissions reportedJpc Wealth Management, INC.19 Keller Street · Petaluma, CA 94952 · (650) 463-0200 · Financial planningCRD 120267 · % of assets, Hourly charges, Fixed fees · $312.7 million AUMSEC registeredNo commissions reportedNorth Bay Wealth Management140 2nd Street, Suite 310 · Petaluma, CA 94952 · (707) 971-7069 · Financial planningCRD 285523 · % of assets · $107.3 million AUMSEC registeredNo commissions reportedThe McBride Group755 Baywood Drive, Second Floor · Petaluma, CA 94954 · (707) 658-4433 · Hourly feesCRD 150179 · % of assets, Hourly charges, Fixed fees · $76.3 million AUMState registeredNo commissions reported
Talking to advisers in Petaluma? Ask each for its Form CRS and Form ADV Part 2A brochure, ask “Are you a fiduciary at all times for my accounts?”, and get every fee in writing. See questions to ask.

Listed from SEC Investment Adviser Public Disclosure — compilation reports, SEC IAPD firm summaries. Order: alphabetical — we do not rank advisers — never paid. Is something wrong? Tell us.