Fee-OnlyFinder

Advisers in Santa Rosa, CA

12 advisers in Santa Rosa — 12 registered with SEC or state. Alphabetical. We do not rate or rank advisers.

Hourly fees (8)Flat / fixed fees (8)% of assets managed (11)Retirement plan consulting (4)

All advisers

A.e.i. Financial Group3558 Round Barn Blvd. Ste 200 · Santa Rosa, CA 95403 · (707) 538-8027 · Financial planningCRD 307099 · % of assets, Hourly charges, Fixed fees · $3.3 million AUMState registeredNo commissions reportedClifford Financial Planning, INC.3035 Cleveland Avenue, Suite 206 · Santa Rosa, CA 95403 · (707) 526-1203 · Financial planningCRD 112978 · % of assets, Hourly charges, Fixed fees · $42.9 million AUMState registeredNo commissions reportedCore Wealth Partners LLC576 B Street, Suite 2g · Santa Rosa, CA 95401 · (707) 568-2400 · Financial planningCRD 322365 · % of assets · $393.2 million AUMSEC registeredNo commissions reportedEnspire Wealth Management, LLC90 South E Street, Suite 300 · Santa Rosa, CA 95404 · (707) 525-1099 · Financial planningCRD 325723 · % of assets, Fixed fees · $119.3 million AUMSEC registeredNo commissions reportedJanian Investment Advisers, LLC4983 Sonoma Highway, Suite A-4 · Santa Rosa, CA 95409 · (773) 573-2692 · Financial planningCRD 164807 · % of assets, Performance-based fees · $27.0 million AUMState registeredNo commissions reportedJdh Wealth Management, LLC181 Concourse Boulevard, Suite a · Santa Rosa, CA 95403 · (707) 542-1110 · Financial planningCRD 112474 · % of assets, Hourly charges, Fixed fees · $494.9 million AUMSEC registeredNo commissions reportedMadson Wealth Advisors INC.1160 North Dutton Ave, Ste 210 · Santa Rosa, CA 95401 · (707) 578-6850 · Financial planningCRD 338608 · % of assets, Hourly charges, Fixed fees · $208.7 million AUMSEC registeredNo commissions reportedMcDonell, Mark Robert511 Humboldt Street · Santa Rosa, CA 95404 · (707) 526-9621 · Financial planningCRD 136210 · Hourly chargesState registeredNo commissions reportedMiles Brown Asset Management4863 Old Redwood Highway, Suite B · Santa Rosa, CA 95403 · (707) 595-8702 · Financial planningCRD 283960 · % of assets, Hourly charges, Fixed fees · $73.4 million AUMState registeredNo commissions reportedRidgeview Financial Planning1955 Cleveland Avenue, Suite 107 · Santa Rosa, CA 95401 · (707) 800-6050 · Financial planningCRD 171985 · % of assets, Hourly charges · $110.0 million AUMState registeredNo commissions reported
Sonoma Allocations50 Old Courthouse Square, Suite 300 · Santa Rosa, CA 95404 · (707) 490-8842 · Financial planningCRD 335435 · % of assets, Fixed fees · $350.0 million AUMSEC registeredNo commissions reportedSwad Wealth Management LLC100 Stony Point Rd, Suite 244 · Santa Rosa, CA 95401 · (707) 899-1010 · Financial planningCRD 319218 · % of assets, Hourly charges, Fixed fees · $111.1 million AUMSEC registeredNo commissions reported
Talking to advisers in Santa Rosa? 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.