Shane Hiller
Sonoma Private Wealth · San Juan Capistrano, California
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.
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Specialties
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 | $158.5M across 155 accounts |
| SEC registration | Investment adviser representative in CA · CRD 2750791 |
| Exams passed | Series 63 (1996) · Series 66 (2002) |
| Firm size | 6 employees |
| Disclosures | None reported |
| Website | www.sonomaprivatewealth.com |
| Profile |
How Shane's firm compares
- Sonoma Private Wealth's average account is about $1.0 million, from its Form ADV (assets managed divided by 155 accounts).
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Questions about Shane
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in California
Other advisors in California who focus on sustainable & impact investing
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 Private Wealth 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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