CREEKSIDE PARTNERS
Petaluma, CA
AUM
$553.4M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
11-25
Fees
Percentage of AUM; Fixed fees
707-769-7820
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Wealth Management advisors in CA, PETALUMA
9 advisers found
FPC INVESTMENT ADVISORY, INC.
Petaluma, CA
AUM
$364.6M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
(707) 795-0500
BREEN WEALTH MANAGEMENT, LLC
Petaluma, CA
AUM
$318.8M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
707-595-6556
JPC WEALTH MANAGEMENT, INC.
Petaluma, CA
AUM
$312.7M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
(650) 463-0200
ALLPOINT FINANCIAL GROUP
Petaluma, CA
AUM
$116.8M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
4 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
707-303-7000
NORTH BAY WEALTH MANAGEMENT
Petaluma, CA
AUM
$107.3M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
26-50
Fees
Percentage of AUM
707-971-7069
THE MCBRIDE GROUP
Petaluma, CA
AUM
$76.3M
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
3 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
707-658-4433
DOBSON ASSET MANAGEMENT
Petaluma, CA
AUM
$217.8M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
707-766-9254
Full profileNo website
COMPASS WEALTH ADVISORS
Petaluma, CA
AUM
$42.8M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
—
Fees
Percentage of AUM
707-494-3250
Full profileNo website