FERMATA ADVISORS

Name: FERMATA ADVISORS
Address: 539 BROADWAY, sonoma, CA, US
Telephone: (707) 938-7414
Price range: $0.5–$2 % of assets/year

Financial Advisor serving Sonoma, California · 1 of 2 financial advisors in the area

📍 539 BROADWAY, Sonoma, California

📞 (707) 938-••••

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📍 539 BROADWAY, Sonoma, California

About FERMATA ADVISORS

FERMATA ADVISORS is a financial advisor located in Sonoma, California. As a local financial advisor, they serve Sonoma and surrounding communities in California. You can reach them through ProHorizon. Contact them through ProHorizon for a free quote.

Financial professionals in Sonoma 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 Sonoma

Budget

$0.5

% of assets/year

Average

% of assets/year

Premium

% 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 Sonoma may vary based on the scope of work and provider.

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✅ Tips for Hiring Financial Advisors in Sonoma

✓ Check online reviews and ratings before hiring

✓ Get multiple quotes to compare pricing

✓ Verify licensing and insurance

✓ Ask for references from recent customers

Frequently Asked Questions

How much does a financial advisor cost in Sonoma?

Financial Advisors in Sonoma 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 Sonoma?

Check ratings and reviews, verify licensing and insurance, get multiple quotes, and ask about their experience with your specific needs. There are 2 financial advisors in Sonoma to choose from.

Does FERMATA ADVISORS offer free quotes?

Contact FERMATA ADVISORS directly to ask about free estimates. You can also request a quote through ProHorizon.

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