Fermata Advisors
DBA: Fermata Advisors, Llc
539 BROADWAY, Sonoma, California 95476
Confirmed via SEC Form ADV registration data. This firm has a legal obligation to act in your best interest.
Compensation comes exclusively from client fees. No commissions, no product sales, no kickbacks.
No criminal, civil, or regulatory disclosures found in SEC or FINRA records.
This firm has disclosed additional revenue sources (insurance, brokerage, or proprietary products) in their SEC filings. Review the details below.
Fee Structure
Detailed Fee Schedule
is not requested. Retirement Plan Consulting Sonoma Wealth Advisors charges a 0.75% asset management fee for retirement accounts subject to ERISA. The total estimated fee, as well as the ultimate fee charged is based on the scope and complexity of the engagement. The fee-paying arrangement for Retir
Source: Form ADV Part 2 BrochureCompensation Transparency
- Also offers proprietary investment products
These additional revenue sources are disclosed in the firm's Form ADV filing with the SEC. Ask the advisor directly how these affiliations affect the advice you receive.