# Patricia Fata

> Patricia Fata is a fee-only financial advisor at Fata Financial in Tiburon, California, who holds the CFP credential. Fata Financial reports charging a percentage of assets and hourly fees on its Form ADV.

Page: https://find.wellspent.co/advisors/patricia-fata/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** Fata Financial
- **Based in:** Tiburon, California
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly
- **Assets under management (firm):** $50.5M across 44 accounts
- **Credentials:** CFP
- **CRD:** 4189201 (https://adviserinfo.sec.gov/individual/summary/4189201)
- **SEC registration:** Investment adviser representative in CA, TX
- **Exams passed:** Series 66 (2000)
- **Firm size:** 1 employee
- **Disclosures:** None reported

## Frequently asked questions

### Is Patricia Fata a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Patricia holds no broker registration, and Fata Financial reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Patricia charge for financial advice?

Patricia's firm, Fata Financial, reports charging a percentage of assets and hourly fees on its SEC Form ADV.

### Where is Patricia Fata based?

Patricia Fata is based in Tiburon, California.

### What credentials does Patricia Fata hold?

Patricia Fata holds the CFP credential.

### Is Patricia Fata registered with the SEC?

Yes. Patricia Fata is registered as an investment adviser representative in CA and TX (CRD 4189201), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Fata Financial manage?

Fata Financial reports $50.5M across 44 accounts in assets under management.

### How do I contact Patricia Fata?

Contact details aren't on file yet. Search for Fata Financial.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/4189201): 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 and Form ADV: registration, exams, and firm facts, data as of October 29, 2026

---

Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.