Todd Gomes
Sonoma Allocations · Santa Rosa, California
Todd Gomes is a fee-only financial advisor at Sonoma Allocations in Santa Rosa, California, who holds the CFP credential. Todd 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 |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CA, TX · CRD 5128533 |
| Exams passed | Series 63 (2006) · Series 66 (2013) |
| Firm size | 4 employees |
| Disclosures | None reported |
| Website | sonomaallocations.com |
| Profile |
How Todd'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 Todd
Is Todd Gomes a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Todd 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 Todd charge for financial advice?
Todd's firm, Sonoma Allocations, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Todd Gomes based?
Todd Gomes is based in Santa Rosa, California.
What does Todd specialize in?
Todd's specialties include retirement planning, tax planning and estate & legacy planning.
What credentials does Todd Gomes hold?
Todd Gomes holds the CFP credential.
Is Todd Gomes registered with the SEC?
Yes. Todd Gomes is registered as an investment adviser representative in CA and TX (CRD 5128533), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Sonoma Allocations manage?
Sonoma Allocations reports $350M across 902 accounts in assets under management.
How do I contact Todd Gomes?
Through Todd's website, sonomaallocations.com.
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
- 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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