Creekside Partners

Creekside Partners Financial Advisers LLC is a registered investment adviser based in Petaluma, CA, established in April 2003. The firm specializes in financial planning, investment management, and general financial advisory services. They manage $505,276,940 in assets under management on a discretionary basis as of December 31, 2024. Creekside Partners acts as a fiduciary, obligated to act in the best interests of clients. They offer fee-based services, with fees based on a tiered schedule starting at 0.75% for the first $2,000,000 in assets. The firm does not charge performance-based fees. Clients have investment discretion, allowing Creekside Partners to make decisions on their behalf. The firm primarily uses value-driven investment strategies, focusing on asset allocation and individual securities selection. Clients include individuals, families, trusts, nonprofit corporations, and company retirement plans. Creekside Partners recommends clients custody their assets with Schwab or Fidelity. The firm does not accept compensation for client referrals and does not vote client securities. Clients receive quarterly account statements directly from the custodian. Creekside Partners does not maintain physical custody of client funds but has limited authority to transfer assets between client accounts.