Sivia Capital Partners

Sivia Capital Partners at a glance

• One of 1,191 fee-only firms based in California in the Wellspent graph.
• 2 advisors are listed here; 1 of 2 hold the CFP.
• Its Form ADV reports 5 employees and 55 individual clients, 54 of them high net worth.
• Its average account is about $2.4 million (assets it manages divided by its 521 accounts).

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

Facts

Sivia Capital Partners fees

Sivia Capital 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

Advisors at this firm (2)

• Christian Mejia

• Corey Saft

  CFP

Other fee-only firms in Mill Valley

• Assembly Wealth
• Austin Creek Capital
• Boldin
• Bray Financial Advisors
• Miller Avenue Advisors
• Private Wealth Partners
• Rational Investment Management
• Robert Horowitz Wealth Management

Fee-only advisors in California