CA · Sonoma

Fiduciary advisors in Sonoma, CA

1 advisor with offices in Sonoma. Credentials, fee structures, and minimums are disclosed on each listing.

1 listed Low coverage · not indexed

1 results in Sonoma

Sonoma Wealth Advisors

★4.9(32)

Sonoma, California

Fee-Based Independent RIA

Investment Management

Sonoma Wealth Advisors is an independent RIA in Sonoma, California offering financial planning, investment management, and tax advisory services. The firm employs CFP® professionals and Accredited Investment Fiduciaries who operate under a fiduciary standard, managing client portfolios in alignment with documented financial plans while providing guidance on investments, real estate, and business holdings. The team includes in-house tax professionals who analyze tax situations and identify efficiency strategies using industry tools. The firm also offers insurance guidance as part of comprehensive wealth planning and has been recognized by SmartAsset, AdvisorHub, and Financial Advisor Magazine.

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Financial advisors in Sonoma, California

Advisors serving Sonoma specialize in a range of services — retirement planning, tax strategy, estate planning, and investment management among them. Local practice context (California's tax climate, industry concentration, and cost of living) shapes which specialties are most common; each listing discloses its focus.

Before hiring any advisor, verify their registration on FINRA BrokerCheck or the SEC IAPD, confirm fiduciary status in writing, and review the Form ADV Part 2A (the plain-English fee brochure). We link to both regulators from every advisor detail page.

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