Find a Financial Advisor in Petaluma, CA

 

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We Only Work With The Best Petaluma Financial Advisors


We Exclusively Work With Select Partner Firms Who Meet The Highest Standard of Excellence and Trust.

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Our partners have been recognized by some of the best media publication sources like Bloomberg, Wall Street Journal, Financial Times, Marketwatch, Forbes, Barron’s, and many more

Conflict Free

Our partners will never sell investment products they receive a commission from

Experience

All of our partners have been in business for 10+ years

Education & Designations

All of our partners are advisors who hold the proper designations from FINRA

Trustworthiness

All of our partners meet the highest standard of trust with no outstanding disciplinary history from the SEC

 

Our Process for Choosing
An Independent Financial Advisor in Petaluma, CA


  • Financial Advisor Close to Petaluma, CA

  • All Advisors Must Meet Fiduciary Standard

  • “Fee-Only” Compensation To Ensure Conflict-Free Advice

  • Exemplary Disciplinary History

  • Required Education and Designations

  • Expertise with Client’s Specific Needs

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

Assuming $350k initial investment at 6% annual growth vs 9% annual growth for 30 years.

Find a Fee-Only Financial Planner Near Petaluma, CA

We evaluated over 13,000 RIA firms to bring you the best of the best Petaluma financial advisors.
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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.)



The Top Financial Advisor Firms in Petaluma, CA

 

BREEN WEALTH MANAGEMENT, LLC

Website

(707) 595-6556

200 Kentucky St. 2nd Floor
Suite C
Petaluma, CA 94952

SEC#: 801-112749
Years in Business: 3 years

ENSO WEALTH MANAGEMENT, LLC

Website

(707) 981-7584

140 Second Street
Suite 250
Petaluma, CA 94952

SEC#: 801-110382
Years in Business: 4 years

CREEKSIDE PARTNERS

Website

(707) 769-7820

775 Baywood Drive
Suite 306
Petaluma, CA 94954

SEC#: 801-68879
Years in Business: 13 years

BURLESON & COMPANY, LLC

Website

(707) 283-0520

201 1st Street
Suite 204
Petaluma, CA 94952

SEC#: 801-66240
Years in Business: 15 years

RESOURCE INVESTMENT ARCHITECTS, INC.

Website

(707) 763-7861

11 Petaluma Blvd. N. Suite 205

Petaluma, CA 94952

SEC#: 801-56409
Years in Business: 22 years

DOBSON ASSET MANAGEMENT

Website

(707) 766-9254

7 Fourth Street
Suite 25
Petaluma, CA 94952

SEC#: 801-51693
Years in Business: 25 years

FPC INVESTMENT ADVISORY, INC.

Website

(707) 795-0500

1465 North Mcdowell Blvd
Suite 170
Petaluma, CA 94954

SEC#: 801-112493
Years in Business: 3 years

WESTERN INTERNATIONAL SECURITIES, INC.

Website

(707) 658-1770

339 Keokuk St.

Petaluma, CA 94952

SEC#: 801-68953
Years in Business: 13 years

WESTERN INTERNATIONAL SECURITIES, INC.

Website

(707) 658-1770

339 Keokuk St.

Petaluma, CA 94952

SEC#: 801-68953
Years in Business: 13 years

 


Petaluma, CA Financial Advisor FAQs

It all depends on what your expectations are for your financial advisor. Financial advisors are able to serve many different types of investors with a wide range of needs, but it's important that you know what you're getting into before choosing one.
Financial advisors can be paid by a variety of methods and for many different reasons. While some may charge an hourly rate, others might instead take a flat fee for specific services.
Yes. A financial advisor can help you understand the best ways to maximize your long-term investments for all your future goals.
A financial advisor guides people on the best way to handle their investments. They help clients reach their goals by staying informed on the ever-changing world of finance.