Sonoma Allocations

Sonoma Allocations at a glance

• One of 1,191 fee-only firms based in California in the Wellspent graph.
• 3 advisors are listed here; 1 of 3 hold the CFP.
• Its Form ADV reports 4 employees and 328 individual clients, 190 of them high net worth.
• Its average account is about $388,000 (assets it manages divided by its 902 accounts).

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

Facts

Sonoma Allocations fees

Sonoma Allocations 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 (3)

• Ben Sedillo

• Kevin Morrow

• Todd Gomes

  CFP

Other fee-only firms in Santa Rosa

• Swad Wealth Management, LLC
• Trusted Path Wealth Management
• Clifford Financial Planning, Inc.
• Core Wealth Partners
• Enspire Wealth Management
• Janian Investment Advisers
• JW Financial Advisors
• Madson Wealth Advisors

Fee-only advisors in California