Sonoma Wealth Advisors provides ongoing investment management and personalized financial planning services primarily for individuals, high-net-worth clients, and businesses. The firm builds portfolios using mutual funds, exchange-traded funds, and individual stocks, tailoring investments to each client's specific risk tolerance and goals. Sonoma Wealth Advisors also offers specialized financial planning covering retirement, taxes, estate planning, education funding, and business succession. In addition, the firm provides retirement plan consulting for employers and project-based hourly consulting. Clients have access to services through experienced professionals holding credentials such as Certified Financial Planner.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fees generally do not exceed 1.50% and are negotiable based on the scope, complexity, and time required.