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An Independent Financial Advisor in Petaluma, CA
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Financial Advisor Close to Petaluma, CA
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All Advisors Must Meet Fiduciary Standard
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“Fee-Only” Compensation To Ensure Conflict-Free Advice
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The Value of Working With the Best Financial Planners in Petaluma, CA
A good financial planner can increase your returns by as much as 3% annually.
Vanguard
$2,010,221.91
Without Advisor
$4,643,687.46
With Advisor
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We evaluated over 13,000 RIA firms to bring you the best of the best Petaluma financial advisors.
How Retirement-Friendly is Petaluma, CA?
- Population: 60,767
- % of Population 62 Years and Over: 21.3%
- Average Home Value: $647,200
- Average Monthly Housing Cost: $1,951
- Average Household Income: $118,520
- California Total Tax Burden: 9.48% (10th Highest in U.S.)
- California Property Tax: 2.64% (19th Lowest in U.S.)
- California Individual Income Tax: 3.78% (4th Highest in U.S.)
- California Sales and Excise Tax: 3.06% (17th Lowest in U.S.)
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The Top Financial Advisor Firms in Petaluma, CA
BREEN WEALTH MANAGEMENT, LLC
(707) 595-6556200 Kentucky St. 2nd Floor
Suite C
Petaluma, CA 94952
SEC#: 801-112749
Years in Business: 4 years
ENSO WEALTH MANAGEMENT, LLC
(707) 981-7584140 Second Street
Suite 250
Petaluma, CA 94952
SEC#: 801-110382
Years in Business: 5 years
CREEKSIDE PARTNERS
(707) 769-7820775 Baywood Drive
Suite 306
Petaluma, CA 94954
SEC#: 801-68879
Years in Business: 14 years
BURLESON & COMPANY, LLC
(707) 283-0520201 1st Street
Suite 204
Petaluma, CA 94952
SEC#: 801-66240
Years in Business: 16 years
RESOURCE INVESTMENT ARCHITECTS, INC.
(707) 763-786111 Petaluma Blvd. N. Suite 205
Petaluma, CA 94952
SEC#: 801-56409
Years in Business: 23 years
DOBSON ASSET MANAGEMENT
(707) 766-92547 Fourth Street
Suite 25
Petaluma, CA 94952
SEC#: 801-51693
Years in Business: 26 years
FPC INVESTMENT ADVISORY, INC.
(707) 795-05001465 North Mcdowell Blvd
Suite 170
Petaluma, CA 94954
SEC#: 801-112493
Years in Business: 4 years
WESTERN INTERNATIONAL SECURITIES, INC.
(707) 658-1770339 Keokuk St.
Petaluma, CA 94952
SEC#: 801-68953
Years in Business: 14 years
WESTERN INTERNATIONAL SECURITIES, INC.
(707) 658-1770339 Keokuk St.
Petaluma, CA 94952
SEC#: 801-68953
Years in Business: 14 years
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