Firm
Ridgeview Financial Planning
Santa Rosa, California
Fee-only
Ridgeview Financial Planning 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 124 individual clients, 30 of them high net worth.
- Its average account is about $314,000 (assets it manages divided by its 350 accounts).
Fee-only advisors in California · What fee-only advisors charge in California
Facts
| Based in | Santa Rosa, California |
|---|---|
| Website | ridgeviewfp.com |
| Phone | (707) 800-6050 |
Ridgeview Financial Planning fees
What the firm's own website says it charges, checked October 30, 2026. We keep a price only when the exact words stating it appear on the page.
| Account minimum | None |
|---|---|
| How it charges | Percentage of assets · Hourly |
In the firm's words
"Ridgeview Financial Planning does not require specific asset minimums to work with us." source
"I'm compensated on a percentage basis based on the value of the assets under management" source
"I can work with you on an hourly basis to provide you with financial planning and investment recommendations" source
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 |
|---|---|
| Assets managed | $110 million |
| Individual clients | 94 |
| High-net-worth clients | 30 |
| Accounts managed | 350 |
| Employees | 1 |
| Planning clients | 11-25 |
| Financial planning | Offered |
| Form ADV filed | March 27, 2026 |
| SEC record | CRD 171985 |