Fee only financial advisors in Santa Rosa, California: hourly and flat fee prices
16 registered advisers based in Santa Rosa offer financial planning for an hourly, fixed or subscription fee, with no commissions.
8 of the 16 fee only firms based in Santa Rosa publish dollar fees. Their median hourly rate is $300 and their median flat or project fee is $3,875. Updated October 2026.
| Fee | Median | Middle half of firms | Firms with a published fee |
|---|---|---|---|
| Hourly rate | $300/hr | $275-$400/hr | 7 firms |
| Flat or project fee | $3,875 | $3,700-$7,050 | 8 firms |
Fee only advisors in Santa Rosa and their published fees
8 firms with published fees
| Firm | Hourly rate | Flat or project fee | Ongoing fee |
|---|---|---|---|
| A.e.i. Financial Group | $275/hr | $1,500-$4,000 | Not published |
| Clifford Financial Planning, Inc. | $250/hr | $3,500 | $5,000/yr |
| JDH Wealth Management, LLC | $300/hr | $6,000 | Not published |
| JW Financial Advisors, LLC | $300/hr | $4,000 | Not published |
| Madson Wealth Advisors Inc. | $400/hr | $2,400-$5,000 | Not published |
| Polymita Wealth Management LLC | Not published | $2,500-$5,000 | $250-$400/mo |
| Swad Wealth Management LLC | $500/hr | $2,000-$20,000 | $800/mo |
| Trusted Path Wealth Management, LLC | $300/hr | $3,600-$10,500 | Not published |
No firms match these filters.
Other registered firms that don't publish dollar fees (8)
Their current brochure explains how they charge, but not how much. Ask them for a fee schedule.
- Acorn Financial Planning
- Enspire Wealth Management, LLC
- Mcdonell, Mark Robert
- Meritage Wealth Advisory, LLC
- Miles Brown Asset Management
- Ridgeview Financial Planning
- Slater Tompkins Legacy, LLC
- Sonoma Allocations