Top financial advisors in Sebastopol, CA
We've curated a list of the best financial advisors in Sebastopol, take a look at it below.
| # | Company | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 | Assets under management $1,440,971,406 Number of advisors 19 advisors |
Commitment
We've gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don't directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Get matched with an advisorMethodology
To generate our top financial advisors list in Sebastopol, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Sebastopol. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management.
Comparing a company's EPS to industry averages and historical data provides a more comprehensive perspective. Still, other factors must also be considered, including the company’s growth prospects, industry dynamics, and the competitive landscape.
Willow Creek Wealth Management, Inc.
Willow Creek Wealth Management, Inc. is an investment advisory firm founded in 1984 by Bruce J. Dzieza and incorporated in 1999. The firm specializes in asset management for individuals, families, businesses, pension and profit-sharing plans, trusts, and charitable organizations. They offer personalized wealth management services based on disciplined long-term strategies and academic research. The firm's investment philosophy emphasizes diversified portfolios, disciplined rebalancing, and low-cost institutional investments to maximize returns. Clients have the flexibility to set investment goals and objectives, with the firm providing ongoing monitoring and recommendations. Willow Creek Wealth Management, Inc. does not offer wrap fee programs and manages over $1.9 billion in assets as of December 31, 2024. The firm's fee structure includes a management fee based on a percentage of assets under management, with different tiers depending on the account size. Financial planning services are offered on a negotiated fee basis, while financial consulting is billed hourly. The firm acts as a fiduciary, prioritizing clients' interests and providing full disclosure of all material facts. Clients have investment discretion over their portfolios, with the firm's portfolio managers having the authority to make changes within established asset classes with client approval.
$1,440,971,406 under management
19 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Educational Seminars/workshops
Commitment
We've gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don't directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Get matched with an advisorMethodology
To generate our top financial advisors list in Sebastopol, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Sebastopol. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management.
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