Firm
Northbay Advisors
Rohnert Park, California
Fee-only
Northbay Advisors at a glance
- One of 1,191 fee-only firms based in California in the Wellspent graph.
- 1 advisor is listed here, who holds the CFP.
- Its Form ADV reports 1 employee and 31 individual clients.
- Its average account is about $125,000 (assets it manages divided by its 49 accounts).
Fee-only advisors in California · What fee-only advisors charge in California
Facts
| Based in | Rohnert Park, California |
|---|---|
| Website | northbayadvisors.com |
| Phone | (707) 585-8004 |
Northbay Advisors fees
Northbay Advisors 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 · Hourly · Fixed fees |
|---|---|
| Assets managed | $6 million |
| Individual clients | 31 |
| Accounts managed | 49 |
| Employees | 1 |
| Planning clients | 1-10 |
| Financial planning | Offered |
| Form ADV filed | November 21, 2025 |
| SEC record | CRD 129214 |