Personalized advice for Portfolio
Size of 100K and above
FINRA/SEC Registered Advisors
With so many financial products and solutions available in the market, it is a daunting task to choose the best one for you. We have over 20 years of experience in finding you the best financial planner as per your requirements in the field of retirement planning. Our vetted certified retirement financial planners can help you plan for your dream retirement.
All our retirement planners go through rigorous industry experience, disclosures, and registrations check. Our qualified retirement planners are specialized in investment management, insurance advisory, 401k rollovers, and estate planning. Their work experience ranges from being part of small independent firms to Fortune 500 companies.
Sonoma has 7 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 2 non-vetted advisors in your local area. These retirement advisors in Sonoma, California have an average of 28 years of experience.
John Cordeiro
Vintage Wealth Advisors
Qualifications
CRD# 2319931
Firm CRD# 151298
Series 6, 7, 63, 65
Minimum Assets Required
Not Specified
Financial Planning, Portfolio Management, Retirement Planning, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Insurance Products & Annuities.
Fee-Based
David Roggenkamp
ChFC®
Commonwealth Financial Network
Qualifications
CRD# 1934091
Firm CRD# 8032
Series 7, 63
Minimum Assets Required
Not Specified
Not Specified.
Fee-Based, Hourly, Commissions, Flat Fee, Based on Assets
Kristie Cahill
CFP®, CEP®
Haven Wealth Management
Qualifications
CRD# 4439727
Firm CRD# 281213
Series 66
Minimum Assets Required
$250,000
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Investment Advice & Management, Tax Advice and Services, Insurance Products & Annuities.
Fee-Based, Based on Assets
Retirement Planning, Tax Advice and Services, Estate Planning & Trusts.
Fee-Based
Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
---|---|---|---|---|---|
1 | SONOMA WEALTH ADVISORS 539 Broadway, Suite A Sonoma, CA, 95476 | $733,830,008 | 2923 | 19 | A Percentage of AUM, Hourly charges, Fixed Fees |
2 | SONOMA BRANDS CAPITAL 117 W. Napa St., Suite C Sonoma, CA, 95476 | $349,440,799 | 10 | 8 | A Percentage of AUM, Performance Based |
QualificationsFirm CRD# 305614
Assets Under Management $733,830,008
No. Of Clients2923
Clients Per Financial Advisor154
SONOMA WEALTH ADVISORS is a financial advisory firm situated in Sonoma, California. With a nearly $734M assets under management, the firm specializes in crafting personalized retirement planning solutions for 2923 clients. The team consists of 19 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 296285
Assets Under Management $349,440,799
No. Of Clients10
Clients Per Financial Advisor1
SONOMA BRANDS CAPITAL is a financial advisory firm situated in Sonoma, California. With a nearly $349M assets under management, the firm specializes in crafting personalized retirement planning solutions for 10 clients. The team consists of 8 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
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