Fermata Advisors

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Total assets under management

$1,009,549,046

Total clients

2,815

25% high-net worth

Total advisors

of 27 employees

Firm size

Multi Team

Average clients per advisor

201

Average account size

$358,632

Client services

Financial planning Portfolio management Pension consulting

Main office location

Fermata Advisors

539 Broadway, Suite A

Sonoma CA 95476, United States

Number of offices

Most active in

Arizona · California · Colorado · Florida · Hawaii · Idaho · Louisiana · Maryland · Montana · Nebraska · Nevada · Ohio · Oregon · Pennsylvania · Tennessee · Texas · Utah · Washington

Disclosures

Business activities & affiliations

Is active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Is not active or affiliated with:

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Bank

They're affiliated with a bank that may offer its own financial products and services.

Trust company

They provide trust and estate administration services, typically for separate fees.

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Lawyer

They provide legal services, typically billed separately.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

Facebook Website (707) 938-7414

Advisors at this firm

Clayton D

Series 65

Sonoma, CA

Fermata Advisors

Silvio B

Series 65

Sonoma, CA

Fermata Advisors

Mason M

Series 65

Sonoma, CA

Fermata Advisors

Mariam S

Series 65

Sonoma, CA

Fermata Advisors

William M

CFP®, Series 63, Series 65

Sonoma, CA

Fermata Advisors

Teresa U

Series 65

Sonoma, CA

Fermata Advisors

Zachary P

CFP®, Series 66

Parker, CO

Fermata Advisors

Zachary W

CFP®, Series 66

Auburn, CA

Fermata Advisors

Russell V

CFP®, Series 66

St. George, UT

Fermata Advisors

Christopher S

Series 63, Series 65

Sonoma, CA

Fermata Advisors

Davis R

Series 65

Sonoma, CA

Fermata Advisors

Rebecca R

Series 65

Sonoma, CA

Fermata Advisors

Shelby W

Series 65

Sonoma, CA

Fermata Advisors

Daren B

CFP®, Series 66

Sonoma, CA

Fermata Advisors

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