Ridgeview Financial Planning
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$108,896,625
Clients
124
Advisors
1
of 1 employees
About
Ridgeview Financial Planning provides comprehensive financial planning and ongoing investment supervisory services to individuals, small businesses, and foundations/charitable organizations, and also offers periodic educational workshops. Services span cash-flow and retirement planning, tax and estate considerations, college funding, and implementation of investment strategies for client accounts.
The firm pursues a Core + Satellite investment approach that combines passive, indexed core holdings with actively managed satellite positions and draws on fundamental, technical, and cyclical analysis. Portfolios are generally managed on a discretionary basis with written investment guidelines, periodic rebalancing, and the use of select tools such as options for income generation or hedging when appropriate.
Compared with many independent peers, Ridgeview’s client mix explicitly includes charitable organization clients and it manages approximately $110 million across a relatively modest client base, reflecting a higher assets‑per‑client profile. The advisor operates under CFP Board standards and relies on institutional custody and support services while leaving proxy voting and certain corporate‑action decisions to clients.
Client services
Expertise
Fee options
$0 - $999,999: 1.00% annually $1,000,000+: 0.50% annually
$300 per hour, billed in 30-minute increments for financial planning services.
Main office
1955 Cleveland Avenue, Suite 107
Santa Rosa CA 95401, United States
Offices (1)
Most active in
California · Florida · Texas
Also doing business as
Grundy, Brandon James · Ridgeview Financial Management · Ridgeview Financial Planning · Ridgeview Financial Planning, Inc.
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
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