Sonoma Mountain Financial LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed February 4, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$300/hr

“Clients who engage in Sonoma’s financial planning process and terminate the wealth management agreement before the financial plan is delivered will be subject to an hourly rate of $300 for work completed up to the point of termination.”

Quarterly fee

$1,687/qtr

“For individuals or families with less than $3,000,000 in combined assets under advisement, our annual fixed fee of $6,750, payable quarterly in advance ($1,687.50 per quarter).”

Annual fee

$6,750/yr

From the same sentence as above.

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

How Sonoma Mountain Financial LLC bills

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

• “The wealth management fee in the first quarter of service is prorated from the date of the first Discovery Meeting, which begins the detailed financial planning process to the end of the first quarter.”
• “Fees may be negotiable at the sole discretion of the Advisor and subject to the fee cap percentage above.”
• “The Advisor’s educational seminars and related services are offered as a fixed fee, payable in advance of the six-week financial planning course, at a rate of up to $300 per course.”

How Sonoma Mountain Financial LLC’s fees compare

• 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.
• Its annual fee of $6,750 is above the California median of $6,250. 51% of the 224 other California planners that publish an annual fee charge less.

About Sonoma Mountain Financial LLC

• Solo practice: one person runs the firm, so you work directly with the planner.
• Registered as an adviser: 2025.

Firm details from Form ADV

How the firm is paid

Fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

1% a year

Clients

32

Employees

1

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, and educational seminars and workshops

Assets managed

$11,731,922

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

334099

Website

sonomamountainfinancial.com (opens in new tab)

Phone

(415) 702-0772

Other planners in Petaluma that publish fees

• Allpoint Financial GroupPetaluma$250/hr, $2,500⁠-⁠$5,000
• Breen Wealth Management, LLCPetaluma$400/hr
• Developing FinancialPetaluma$500⁠-⁠$1,000, $166⁠-⁠$2,000/mo
• Dobson Asset ManagementPetaluma$300/hr
• FPC Investment Advisory, Inc.Petaluma$400/hr
• Kruse Financial StrategyPetaluma$300/hr, $3,500⁠-⁠$10,000

Compare all 11 planners in Petaluma