Fee-OnlyFinder

Advisers in Sebastopol, CA

2 advisers in Sebastopol — 2 registered with SEC or state. Alphabetical. We do not rate or rank advisers.

All advisers

Willow Creek Wealth Management, INC.825 Highway 116, North, Ste. #5 · Sebastopol, CA 95472 · (707) 829-1146 · Financial planningCRD 109240 · % of assets, Hourly charges, Fixed fees · $2.3 billion AUMSEC registeredNo commissions reportedWorld Capital Management12620 Dupont Rd. · Sebastopol, CA 95472 · (415) 386-7111 · Flat / fixed feesCRD 333303 · % of assets, Fixed fees · $558,000 AUMState registeredNo commissions reported
Talking to advisers in Sebastopol? 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.