Firm
Sonoma Mountain Financial
Petaluma, California
Fee-only
Facts
| Based in | Petaluma, California |
|---|---|
| Website | sonomamountainfinancial.com |
| Phone | (415) 702-0772 |
Sonoma Mountain Financial 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.
| Ongoing planning | From $6,750 a year |
|---|---|
| How it charges | Flat fee · Ongoing planning fee · One-time plans or projects |
In the firm's words
"For families with up to $3,000,000 in combined assets, the annual flat fee is $6,750." source
"For families with up to $3,000,000 in combined assets, the annual flat fee is $6,750." source
"This includes comprehensive, ongoing financial planning and investment management." source
"One time planning fees may also be discussed." 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 | Fixed fees |
|---|---|
| Assets managed | $12 million |
| Individual clients | 17 |
| Financial planning | Offered |
| Form ADV filed | February 4, 2026 |
| SEC record | CRD 334099 |