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Financial Advisors

BREEN WEALTH MANAGEMENT, LLC

Financial Advisor serving Petaluma, California · 1 of 7 financial advisors in the area

📍 200 KENTUCKY ST., PETALUMA, CA 94952
📞 (707) 595-••••
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📍 200 KENTUCKY ST., PETALUMA, CA 94952

About BREEN WEALTH MANAGEMENT, LLC

BREEN WEALTH MANAGEMENT, LLC is a financial advisor located in Petaluma, California. As a local financial advisor, they serve Petaluma and surrounding communities in California. You can reach them through ProHorizon. Contact them through ProHorizon for a free quote.

Financial professionals in Petaluma should hold relevant credentials such as CPA, CFP, or RIA registration. Check their background using FINRA BrokerCheck or the California securities regulator before sharing any financial information.

💰 What Financial Advisors Cost in Petaluma

Budget
$0.5
% of assets/year
Average
$1
% of assets/year
Premium
$2
% of assets/year

Fee-only advisors charge $150–$400/hour or 0.5%–1.5% of assets. Commission-based advisors earn from product sales. Prices in Petaluma may vary based on the scope of work and provider.

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✅ Tips for Hiring Financial Advisors in Petaluma

Check online reviews and ratings before hiring
Get multiple quotes to compare pricing
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Ask for references from recent customers

Frequently Asked Questions

How much does a financial advisor cost in Petaluma?
Financial Advisors in Petaluma typically charge $0.5–$2 % of assets/year. Fee-only advisors charge $150–$400/hour or 0.5%–1.5% of assets. Commission-based advisors earn from product sales.
How do I choose the best financial advisor in Petaluma?
Check ratings and reviews, verify licensing and insurance, get multiple quotes, and ask about their experience with your specific needs. There are 7 financial advisors in Petaluma to choose from.
Does BREEN WEALTH MANAGEMENT, LLC offer free quotes?
Contact BREEN WEALTH MANAGEMENT, LLC directly to ask about free estimates. You can also request a quote through ProHorizon.

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DOBSON ASSET MANAGEMENT

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CURRAN & LEWIS INVESTMENT MANAGEMENT, INC.

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FPC INVESTMENT ADVISORY, INC.

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