Patricia Fata
Fata Financial · Tiburon, California
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.
Request an introduction to Patricia →
Facts
| Firm | Fata Financial |
|---|---|
| Based in | Tiburon, California |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Assets under management | $50.5M across 44 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CA, TX · CRD 4189201 |
| Exams passed | Series 66 (2000) |
| Firm size | 1 employee |
| Disclosures | None reported |
How Patricia's firm compares
- Fata Financial's average account is about $1.1 million, from its Form ADV (assets managed divided by 44 accounts).
Request an introduction to Patricia
Tell Patricia a little about what you're looking for. Patricia isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Patricia
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.
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
- 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.
See something wrong? Request a correction. Read our methodology.