Sonoma Wealth

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About Sonoma Wealth

At Sonoma Wealth, we pride ourselves on working as hard for you as you have for yourself. We invest our energy in our clients just as they invest with us. We provide our clients a holistic approach to finance, including: financial planning, asset management, tax planning and asset protection. Our approach is coaching-focused and down-to-earth. We enjoy a collaborative, and even fun environment together, to work toward your financial goals.

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General Information

Firm Start Year

2019

No. of Employees

20-49

Firm CRD#

305614

Name of Custodial Firm

Charles Schwab

States Licensed in

Work with the following types of clients

Businesses, Individual Investors, Families

Advisory Services Provided

Investment Advice & Management, Financial Advice & Consulting, Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Businesses, Tax Advice and Services, Risk Management

Compliance

Registered Investment Advisor

Registered Representative

Investment Advisor Representative

Acknowledged fiduciary

Compliance Disclosures in Last 5 years

I have a clean record

Criminal Disclosures in Last 5 years

I have a clean record

Firm Information

Assets Managed by Firm

$1 Billion

Compensation and Fees

Fee Structure

Fee-Based

Minimum Portfolio Size for New Managed Accounts

$1m+

Compensation Methods

Based on Assets, Flat Fee

Disclosures

PaladinRegistry.com provides referrals to financial professionals. PaladinRegistry.com is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for PaladinRegistry.com to make these referrals, resulting in a conflict of interest.

Additional Detailed Disclosures
https://www.paladinregistry.com/disclosure/1893798/paladinregistry-Sonoma-Wealth-detailed-disclosure.html

Disclaimer

Investment advisory services provided by Fermata Advisors, LLC, a registered investment advisor d/b/a Sonoma Wealth Advisors. This profile is a paid advertisement. Sonoma Wealth Advisors pays a fee to be listed on wiseradvisor.com, paladinregistry.com, retirementplanning.net, financialadvisor.net, financialplanners.net and rothira.org. Wiseradvisor.com, paladinregistry.com, retirementplanning.net, financialadvisor.net, financialplanners.net and rothira.org do not endorse or recommend Sonoma Wealth Advisors, and a firm's inclusion on the platform should not be construed as an endorsement or an indication of the quality of its advisory services. Additional information about Sonoma Wealth Advisors, including Form ADV Part 2A and Form CRS, is available at www.adviserinfo.sec.gov.

Paladin Advisors

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