Riverwest Financial LLC fees
Financial planner in Petaluma, California. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated December 15, 2025, Riverwest Financial LLC (Petaluma, CA) charges up to $250 an hour for financial planning.
- Website: riverwestfinancial.com (opens in new tab)
- Call (707) 364-7930
- Brochure (PDF) (opens in new tab)
with up to 3 other firms
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed December 15, 2025. Fees can change.
- Hourly rate
- Up to $250/hr
Capped at $250, at or below the California median of $300.
“Riverwest offers financial planning services at an hourly rate ranging up to $250 per hour.”
Read by software from the firm's brochure. Check the brochure (PDF) (opens in new tab) before you hire.
At a glance
- Also charges a % of assets
- Yes
- Minimum
- None stated in the brochure
- Team size
- Solo practice (one employee)
- Registered since
- 2026
How Riverwest Financial LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees may be negotiable at the sole discretion of the Advisor.”
- “Fees may be negotiable based on the nature and complexity of the services to be provided and the overall relationship with the Advisor.”
- “The balance shall be invoiced upon completion of the agreed upon deliverable[s].”
About Riverwest Financial LLC
“Wealth Management Services Riverwest provides customized wealth management services for its Clients. This is achieved through continuous personal Client contact and interaction while providing discretionary investment management services and a broad range of comprehensive financial planning.”
- Founded: 2025.
Planning areas mentioned in the brochure
- Retirement planning
- Charitable giving
Firm details from Form ADV
- How the firm is paid
- Hourly fees and a percentage of assets under management
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported on Form ADV as of May 8, 2026
- CRD number
- 339333 (opens in new tab)
- Phone
- (707) 364-7930
Other planners in Petaluma that publish fees
- FPC Investment Advisory, Inc.PetalumaHourly from $400/hr
- Breen Wealth Management, LLCPetalumaHourly up to $400/hr
- Kruse Financial StrategyPetalumaHourly $300/hr, Flat $3,500-$10,000
- Dobson Asset ManagementPetalumaHourly up to $300/hr
- JPC Wealth Management, Inc.PetalumaHourly $500/hr
- Sonoma Mountain Financial LLCPetalumaQuarterly $1,688/qtr
Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.