Roof Eidam Maycock Peralta

Roof Eidam Maycock Peralta at a glance

• One of 1,191 fee-only firms based in California in the Wellspent graph.
• 5 advisors are listed here; all hold the CFP.
• Its Form ADV reports 10 employees and 296 individual clients, 194 of them high net worth.
• Its average account is about $796,000 (assets it manages divided by its 1,011 accounts).

Fee-only advisors in California · What fee-only advisors charge in California

Facts

Roof Eidam Maycock Peralta fees

Roof Eidam Maycock Peralta 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

Advisors at this firm (5)

• Don Eidam

  CFP

• Gary Roof

  CFP

• Juan Carlos Peralta

  CFP

• Randall Maycock

  CFP

• Thomas Owens

  CFP