Dobson Asset Management fees and pricing

Financial planner in Petaluma, California. Registered with the SEC.

According to its Form ADV Part 2A brochure dated March 30, 2026, Dobson Asset Management charges $300 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 30, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate: $300/hr; “Other general financial consulting services are performed with a maximum hourly fee of $300.00 per hour.”

Payment and refund terms, quoted from the fee section of the brochure.

“Fees are payable upon completion of services and once paid are non-refundable.”

Its hourly rate of $300 matches the California median of $300. 41% of the 932 other California planners that publish an hourly rate charge less.
1 of the 5 other planners in Petaluma that publish an hourly rate charge less.

“Our process is designed to assist individuals in making key financial decisions specific to providing income during retirement.”

From the firm's description of its advisory business in its Form ADV brochure.

How the firm is paid: Hourly fees, fixed or flat fees, percentage of assets under management
Charges a % of assets: Yes
Clients: 158
Employees: 3
Works with: Individuals and high net worth individuals
Services reported to regulators: Financial planning and portfolio management for individuals and small businesses
Assets managed: $217,825,022
Registered with: U.S. Securities and Exchange Commission
Disciplinary disclosures: None reported
SEC CRD number: 112079
Phone: (707) 766-9254

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