Fee only financial advisors in Petaluma, California: hourly and flat fee prices
11 registered advisers based in Petaluma offer financial planning for an hourly, fixed or subscription fee, with no commissions.
7 of the 11 fee only firms based in Petaluma publish dollar fees. Their median hourly rate is $300 and their median flat or project fee is $3,750. Updated October 2026.
| Fee | Median | Middle half of firms | Firms with a published fee |
|---|---|---|---|
| Hourly rate | $300/hr | $300-$400/hr | 6 firms |
| Flat or project fee | $3,750 | $750-$6,750 | 3 firms |
Fee only advisors in Petaluma and their published fees
7 firms with published fees
| Firm | Hourly rate | Flat or project fee | Ongoing fee |
|---|---|---|---|
| Allpoint Financial Group | $250/hr | $2,500-$5,000 | Not published |
| Breen Wealth Management, LLC | $400/hr | Not published | Not published |
| Developing FinancialNo AUM fee | Not published | $500-$1,000 | $166-$2,000/mo |
| Dobson Asset Management | $300/hr | Not published | Not published |
| FPC Investment Advisory, Inc. | $400/hr | Not published | Not published |
| Kruse Financial StrategyNo AUM fee | $300/hr | $3,500-$10,000 | Not published |
| Sonoma Mountain Financial LLC | $300/hr | Not published | $6,750/yr |
No firms match these filters.
Other registered firms that don't publish dollar fees (4)
Their current brochure explains how they charge, but not how much. Ask them for a fee schedule.