Fermata Advisors fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed August 5, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$250⁠-⁠$500/hr

“The fee for financial plans that are based on an hourly rate is calculated by a multiple of the anticipated number of hours required and an hourly rate that is generally between $250 to $500 an hour.”

Flat or project fee

$5,000

“The fee for financial plans generally starts at $5,000.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Fermata Advisors bills

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

• “Fees for Advisory Services Investment Management Services Investment advisory fees are paid monthly, quarterly or as agreed in advance pursuant to the terms of the investment advisory agreement.”
• “The investment advisory fee in the first period of service is prorated from the inception date of the account[s] to the end of the first month or quarter depending on the fee schedule agreement.”
• “If a client terminates an engagement prior to the billing period, fees for any partial billing period (if applicable) will be prorated to the date of termination and any excess fees will be returned to Client.”

How Fermata Advisors’ fees compare

• Its hourly rate of $250-$500 spans the California median of $300. 70% of the 932 other California planners that publish an hourly rate charge less.
• 1 of the 2 other planners in Sonoma that publish an hourly rate charge less.
• Its flat or project fee of $5,000 matches the California median of $5,000. 49% of the 796 other California planners that publish a flat or project fee charge less.
• 2 of the 2 other planners in Sonoma that publish a flat or project fee charge less.

About Fermata Advisors

• Firm size: 26 employees.
• Registered as an adviser: 2019 (7 years).

Firm details from Form ADV

How the firm is paid

Hourly fees, fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

1% a year

Clients

2,815

Employees

26

Works with

Individuals, high net worth individuals, pension and profit sharing plans, charities, businesses, and other

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, and pension consulting

Assets managed

$1,009,549,046

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

305614

Website

richfinancial.com (opens in new tab)

Phone

(707) 938-7414

Can advise clients in 18 states: Arizona, California, Colorado, Florida, Hawaii, Idaho, Louisiana, Maryland, Montana, Nebraska, Nevada, Ohio, Oregon, Pennsylvania, Tennessee, Texas, Utah, Washington

Other planners in Sonoma that publish fees

• Magnum FinancialSonoma$250⁠-⁠$2,500/hr, $795
• Wealthfolio Advisors LLCSonoma$150⁠-⁠$300/hr, $500⁠-⁠$5,000
• 10/28 Wealth Management LLCOceanside$300/hr, $500⁠-⁠$10,000
• 360DividendsGranite Bay$300/hr, $2,500⁠-⁠$10,000
• 3D Holistic WealthIrvine$300/hr, $1,500⁠-⁠$10,000
• 401 FinancialSan Diego$250/hr, $500

Compare all 4 planners in Sonoma