Sonoma Private Wealth LLC fees
Financial planner in Novato, California. Registered with the SEC.
According to its Form ADV Part 2A brochure dated April 1, 2026, Sonoma Private Wealth LLC (Novato, CA) charges $350 an hour and a flat or project fee of $3,500 for financial planning.
- Website: sonomaprivatewealth.com (opens in new tab)
- Call (415) 806-0073
- 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 April 1, 2026. Fees can change.
- Hourly rate
- $350/hr
Above the California median of $300; 62% of the 524 other planners in California that publish an hourly rate charge less.
“We charge an hourly fee of $350 for financial planning services, which is negotiable depending on the scope and complexity of the plan, your situation, and your financial objectives.”
- Flat or project fee
- $3,500
Below the California median of $5,000; 35% of the 390 other planners in California that publish a flat or project fee charge less.
“In the event we charge a fixed fee, our fee is typically $3,500 for a financial plan.”
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
- 6 employees
How Sonoma Private Wealth LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Our advisory fee is negotiable, depending on individual client circumstances.”
- “If you have pre-paid advisory fees that we have not yet earned, you will receive a prorated refund of those fees.”
- “Our fees for financial planning services are payable by check and due upon receipt of the invoice.”
About Sonoma Private Wealth LLC
- Principal: Richard C. Mordesovich
Planning areas mentioned in the brochure
- Estate planning
Firm details from Form ADV
- How the firm is paid
- Hourly fees, flat or fixed fees, and a percentage of assets under management
- Clients
- 83
- Works with
- Individuals, high net worth individuals, and charities
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, selecting other advisers, and other services
- Assets managed
- $158 million
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported on Form ADV as of September 16, 2026
- CRD number
- 308547 (opens in new tab)
- Phone
- (415) 806-0073
Registered or notice filed in 4 states: California, Illinois, New York, Texas
More planners in California that publish fees
- Frank, Rimerman Advisors LLCPalo AltoHourly $360-$825/hr
- Havaplan FinancialNewport BeachHourly $300-$400/hr
- Derderian Wealth Management, LLCLos AngelesFlat $1,500-$3,500
- Katy Song Financial Planning, Inc.Mill ValleyHourly $400/hr, Flat $980-$7,800
- Olhoeft Financial, LLCSan Juan CapistranoHourly $375/hr, Annual $3,500-$30,000/yr
- Applied AdvisorSan FranciscoHourly $285/hr, Flat from $285
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.