Firm
Creekside Partners
Petaluma, California
Fee-only
Facts
| Based in | Petaluma, California |
|---|---|
| Website | creeksidepartners.com |
| [email protected] | |
| Phone | (707) 769-7820 |
Creekside Partners fees
Creekside Partners doesn't publish its prices on its website, or we couldn't confirm them word for word. Ask for its Form ADV Part 2A, which must describe its fees.
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Fixed fees |
|---|---|
| Assets managed | $553 million |
| Individual clients | 127 |
| Financial planning | Offered |
| Form ADV filed | March 12, 2026 |
| SEC record | CRD 125401 |