Daniel Peterson
Northbay Advisors · Rohnert Park, California
Daniel Peterson is a fee-only financial advisor at Northbay Advisors in Rohnert Park, California, who holds the CFP credential. Northbay Advisors reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Northbay Advisors |
|---|---|
| Based in | Rohnert Park, California |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $6.1M across 49 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CA · CRD 1152768 |
| Exams passed | Series 66 (1999) |
| Firm size | 1 employee |
| Disclosures | Reported; see the SEC record |
| Website | www.northbayadvisors.com |
| Profile |
How Daniel's firm compares
- Northbay Advisors's average account is about $125,000, from its Form ADV (assets managed divided by 49 accounts).
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Questions about Daniel
Is Daniel Peterson a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Daniel holds no broker registration, and Northbay Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Daniel charge for financial advice?
Daniel's firm, Northbay Advisors, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Daniel Peterson based?
Daniel Peterson is based in Rohnert Park, California.
What credentials does Daniel Peterson hold?
Daniel Peterson holds the CFP credential.
Is Daniel Peterson registered with the SEC?
Yes. Daniel Peterson is registered as an investment adviser representative in CA (CRD 1152768), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.
How much does Northbay Advisors manage?
Northbay Advisors reports $6.1M across 49 accounts in assets under management.
How do I contact Daniel Peterson?
Through Daniel's website, www.northbayadvisors.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in California
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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