# Shane Hiller

> Shane Hiller is a fee-only financial advisor at Sonoma Private Wealth in San Juan Capistrano, California. Shane focuses on sustainable & impact investing and family wealth transfer. Sonoma Private Wealth reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/shane-hiller/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Sonoma Private Wealth
- **Based in:** San Juan Capistrano, California
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $158.5M across 155 accounts
- **Specialties:** Sustainable & impact investing, Family wealth transfer
- **CRD:** 2750791 (https://adviserinfo.sec.gov/individual/summary/2750791)
- **SEC registration:** Investment adviser representative in CA
- **Exams passed:** Series 63 (1996), Series 66 (2002)
- **Firm size:** 6 employees
- **Disclosures:** None reported
- **Website:** http://www.sonomaprivatewealth.com

## Frequently asked questions

### Is Shane Hiller a fee-only financial advisor?

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

### How does Shane charge for financial advice?

Shane's firm, Sonoma Private Wealth, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Shane Hiller based?

Shane Hiller is based in San Juan Capistrano, California.

### What does Shane specialize in?

Shane's specialties include sustainable & impact investing and family wealth transfer.

### Is Shane Hiller registered with the SEC?

Yes. Shane Hiller is registered as an investment adviser representative in CA (CRD 2750791), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Sonoma Private Wealth manage?

Sonoma Private Wealth reports $158.5M across 155 accounts in assets under management.

### How do I contact Shane Hiller?

Through Shane's website, www.sonomaprivatewealth.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/2750791): 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
- The firm's website (https://www.sonomaprivatewealth.com/): specialties, clients served, and fees, checked October 30, 2026

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