Jennifer Ramaswamy
Sonoma Mountain Financial · Petaluma, California
Jennifer Ramaswamy is a fee-only financial advisor at Sonoma Mountain Financial in Petaluma, California. Jennifer charges a flat fee or retainer, an ongoing planning fee and a one-time planning fee (ongoing planning from $6,750 a year) and focuses on equity compensation and flat-fee planning.
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Specialties
Who they serve
- Tech employees
Facts
| Firm | Sonoma Mountain Financial |
|---|---|
| Based in | Petaluma, California |
| Fee model | Flat fee or retainer · Ongoing planning fee · One-time planning fee |
| Fees (firm's website) | Ongoing planning from $6,750 a year |
| Assets under management | $11.7M across 33 accounts |
| SEC registration | Investment adviser representative in CA · CRD 7755614 |
| Exams passed | Series 66 (2023) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | sonomamountainfinancial.com |
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Questions about Jennifer
Is Jennifer Ramaswamy a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Jennifer holds no broker registration, and Sonoma Mountain Financial reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Jennifer charge for financial advice?
Jennifer charges a flat fee or retainer, an ongoing planning fee and a one-time planning fee.
How much does Jennifer charge?
According to Sonoma Mountain Financial's website, checked October 30, 2026: ongoing planning from $6,750 a year.
Where is Jennifer Ramaswamy based?
Jennifer Ramaswamy is based in Petaluma, California.
What does Jennifer specialize in?
Jennifer's specialties include equity compensation and flat-fee planning. Jennifer works with tech employees.
Is Jennifer Ramaswamy registered with the SEC?
Yes. Jennifer Ramaswamy is registered as an investment adviser representative in CA (CRD 7755614), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Sonoma Mountain Financial manage?
Sonoma Mountain Financial reports $11.7M across 33 accounts in assets under management.
How do I contact Jennifer Ramaswamy?
Through Jennifer's website, sonomamountainfinancial.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
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
- Sonoma Mountain Financial website : specialties, clients served, and fees, checked October 30, 2026
- 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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