Kevin Morrow
Sonoma Allocations · Santa Rosa, California
Kevin Morrow is a fee-only financial advisor at Sonoma Allocations in Santa Rosa, California. Kevin focuses on retirement planning, tax planning and estate & legacy planning. Sonoma Allocations reports charging a percentage of assets and fixed fees on its Form ADV.
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Specialties
Facts
| Firm | Sonoma Allocations |
|---|---|
| Based in | Santa Rosa, California |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Accepting new clients | Yes |
| Assets under management | $350M across 902 accounts |
| SEC registration | Investment adviser representative in CA, TX · CRD 1752418 |
| Exams passed | Series 63 (1994) · Series 65 (2008) |
| Firm size | 4 employees |
| Disclosures | Reported; see the SEC record |
| Website | sonomaallocations.com |
How Kevin's firm compares
- Sonoma Allocations's average account is about $388,000, from its Form ADV (assets managed divided by 902 accounts).
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Questions about Kevin
Is Kevin Morrow a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Kevin holds no broker registration, and Sonoma Allocations reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Kevin charge for financial advice?
Kevin's firm, Sonoma Allocations, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Kevin Morrow based?
Kevin Morrow is based in Santa Rosa, California.
What does Kevin specialize in?
Kevin's specialties include retirement planning, tax planning and estate & legacy planning.
Is Kevin Morrow registered with the SEC?
Yes. Kevin Morrow is registered as an investment adviser representative in CA and TX (CRD 1752418), 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 Sonoma Allocations manage?
Sonoma Allocations reports $350M across 902 accounts in assets under management.
How do I contact Kevin Morrow?
Through Kevin's website, sonomaallocations.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Santa Rosa
Other advisors in California who focus on retirement planning
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 Allocations 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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