JDH WEALTH MANAGEMENT, LLC
Santa Rosa, CA
AUM
$494.9M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
(707) 542-1110
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Trusts & Estates advisors in CA, SANTA ROSA
11 advisers found
CORE WEALTH PARTNERS LLC
Santa Rosa, CA
AUM
$393.2M
Financial PlanningWealth MgmtTrusts & Estates
Team
5 advisors
Clients
11-25
Fees
Percentage of AUM
(707) 568-2400
SONOMA ALLOCATIONS
Santa Rosa, CA
AUM
$350.0M
Financial PlanningWealth MgmtTrusts & Estates
Team
3 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
707-490-8842
MADSON WEALTH ADVISORS INC.
Santa Rosa, CA
AUM
$208.7M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
707-578-6850
ENSPIRE WEALTH MANAGEMENT, LLC
Santa Rosa, CA
AUM
$119.3M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
26-50
Fees
Percentage of AUM; Fixed fees
(707) 525-1099
RIDGEVIEW FINANCIAL PLANNING
Santa Rosa, CA
AUM
$110.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM; Hourly charges
(707) 800-6050
SWAD WEALTH MANAGEMENT LLC
Santa Rosa, CA
AUM
$97.9M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
(707) 899-1010
MILES BROWN ASSET MANAGEMENT
Santa Rosa, CA
AUM
$73.4M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
707-595-8702
CLIFFORD FINANCIAL PLANNING, INC.
Santa Rosa, CA
AUM
$42.9M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
(707) 526-1203
JANIAN INVESTMENT ADVISERS, LLC
Santa Rosa, CA
AUM
$27.0M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM; Performance-based fees
773-573-2692
A.E.I. FINANCIAL GROUP
Santa Rosa, CA
AUM
$3.3M
Financial PlanningWealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +2 more
707-538-8027