Find a Financial Advisor in Sonoma, CA

 

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We did the hard work of finding trustworthy partners in Sonoma, CA.

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We Only Work With The Best Sonoma Financial Advisors


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

3rd Party Rankings

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 Sonoma, CA


  • Financial Advisor Close to Sonoma, 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 Sonoma, 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 Sonoma, CA

We evaluated over 13,000 RIA firms to bring you the best of the best Sonoma financial advisors.
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How Retirement-Friendly is Sonoma, CA?

  • Population: 11,075
  • % of Population 62 Years and Over: 34.9%
  • Average Home Value: $840,700
  • Average Monthly Housing Cost: $1,805
  • Average Household Income: $112,634
  • 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 Sonoma, CA

 

SONOMA WEALTH ADVISORS, LLC

Website

(707) 938-7414

539 Broadway
Suite A
Sonoma, CA 95476

SEC#: 801-117411
Years in Business: 2 years

MISSION VALUE PARTNERS, LLC

Website

(707) 750-3343

793 Broadway

Sonoma, CA 95476

SEC#: 801-71375
Years in Business: 11 years

SONOMA BRANDS

Website

(707) 656-2015

117 W. Napa St.
Suite C
Sonoma, CA 95476

SEC#: 801-119128
Years in Business: 1 years

THE ADVISORY GROUP OF SAN FRANCISCO, LLC

Website

(707) 302-8500

550 Broadway

Sonoma, CA 95476

SEC#: 801-56848
Years in Business: 22 years

MUTUAL ADVISORS, LLC

Website

(707) 933-1328

724 Broadway

Sonoma, CA 95476

SEC#: 801-78089
Years in Business: 8 years

 


Sonoma, CA Financial Advisor FAQs

A financial advisor provides advice, counsel and investment management to individuals with investments in the market.
If you have a sizable amount of savings, better be safe than sorry. A financial advisor will help provide invaluable guidance when making decisions that could impact your future.
The first step would be to make an appointment with the prospective advisor to talk about their business structure, location, and services offered. Next, read carefully through any contracts involved before signing anything so there are no surprises down the road.
There are a few different ways that advisors can get paid. The first is for a flat fee, which is usually established ahead of time as part of the service agreement with the client. The second way is through commissions based on investments or transactions made by the client. And finally some advisors may charge fees against assets under management, where they have discretion to buy and sell securities on behalf of their clients.