Firm
Soares Financial, Inc.
Napa, California
Fee-only
Soares Financial, Inc. 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 18 individual clients, 8 of them high net worth.
- Its average account is about $296,000 (assets it manages divided by its 71 accounts).
Fee-only advisors in California · What fee-only advisors charge in California
Facts
| Based in | Napa, California |
|---|---|
| Website | soaresfinancial.com |
| [email protected] | |
| Phone | (707) 225-6900 |
Soares Financial, Inc. fees
Soares Financial, Inc. doesn't publish its prices on its website, or we couldn't confirm them word for word. Its website says it charges by: hourly, flat fee, percentage of assets. 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 | $21 million |
| Individual clients | 10 |
| High-net-worth clients | 8 |
| Accounts managed | 71 |
| Employees | 1 |
| Planning clients | 11-25 |
| Financial planning | Offered |
| Form ADV filed | March 27, 2026 |
| SEC record | CRD 120056 |