Find a Financial Advisor in Sonoma County, CA

 

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

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We Only Work With The Best Sonoma County 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 County, CA


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

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

  • Population: 499,772
  • % of Population 62 Years and Over: 23.4%
  • Average Home Value: $617,900
  • Average Monthly Housing Cost: $1,717
  • Average Household Income: $108,169
  • 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 County, 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

 


Sonoma County, CA Financial Advisor FAQs

A financial advisor can help you make better investments and prepare your taxes, as well as offer guidance on saving, insurance coverage and retirement.
Financial advisors typically work with a professional team of analysts and economists. They can give advice about stocks, mutual funds, bonds, lending programs and other options to help grow your investments. They can also provide guidance on your retirement portfolio strategy to prepare for the future.
It's worth looking at reviews on the website of your state regulatory agency, or checking others's reviews on online review sites before making a decision to work with them.
Financial advisors are typically compensated in the following ways: fees for individual advice, commissions, profit sharing, and bonuses by meeting goals.