Fee-OnlyFinder

Advisers in Sonoma, CA

4 advisers in Sonoma — 4 registered with SEC or state. Alphabetical. We do not rate or rank advisers.

Financial planning (3)Hourly fees (3)

All advisers

Fermata Advisors539 Broadway, Suite a · Sonoma, CA 95476 · (707) 938-7414 · Financial planningCRD 305614 · % of assets, Hourly charges, Fixed fees · $1.0 billion AUMSEC registeredNo commissions reportedMiller, Fleming & Associates18119 Vassar Court · Sonoma, CA 95476 · (415) 392-8577 · Flat / fixed feesCRD 104923 · % of assets, Fixed fees · $28.7 million AUMState registeredNo commissions reportedThe Delta Group651-C Broadway St. · Sonoma, CA 95476 · (415) 640-6770 · Financial planningCRD 111852 · % of assets, Hourly charges, Fixed fees · $49.2 million AUMState registeredNo commissions reportedWealthfolio Advisors LLC645 First Street West Suite B · Sonoma, CA 95476 · (707) 721-6857 · Financial planningCRD 298857 · % of assets, Hourly charges, Fixed fees · $51.1 million AUMState registeredNo commissions reported
Talking to advisers in Sonoma? 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.