Adilene Calixtro is a registered investment advisor at Sonoma Allocations, based in Santa Rosa, CA, with 7 years of industry experience. Adilene operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 332 clients with $350M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Investment advisory fees are negotiable based on the scope and complexity of the services as well as the amount of time and expertise required but generally do not exceed 1.50%.
Fee Estimator
Location
50 Old Courthouse Square, Suite 300, Santa Rosa, CA, 95404
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Sonoma Allocations
Previous Registrations
Diversify Advisory Services, LLC
Dfpg Investments, LLC
Dfpg Investments, LLCBroker
Fermata Advisors LLC
U.S. Bancorp Investments, INC.
U.S. Bancorp Investments, INC.Broker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.