Sonoma Allocations
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$338,603,696
Clients
328
Advisors
3
of 4 employees
About
Sonoma Allocations is a team-based registered investment adviser managing roughly $350 million for a mix of individual and high‑net‑worth clients as well as institutional retirement clients. The firm provides discretionary portfolio management, financial planning, and 401(k)/pension consulting services, and documents client objectives in individualized Investment Policy Statements.
The firm’s process combines several methods of analysis — cyclical, fundamental, modern portfolio theory, quantitative and technical analysis — and it generally implements long‑term trading strategies while monitoring accounts on at least a quarterly basis and delivering custodian reports monthly. Sonoma Allocations typically charges percentage‑of‑AUM fees and requires written authorization for fee withdrawal, with the advisor preparing tailored plans and making investment selections under discretionary authority.
Compared with many peers, Sonoma Allocations advises pension and other employee benefit plans (including services such as recommending money managers and creating written pension consulting plans), a client type that is uncommon for firms of this size. The firm also discloses that supervised persons are licensed to sell insurance and annuity products — a potential conflict that the firm addresses through disclosure and periodic review — and it has grown to $350 million in AUM since its 2021 formation.
Client services
Expertise
Fee options
Financial planning fees negotiated up to $5,000 fixed fee.
Up to 1.50% for portfolio management services
Advisors are licensed insurance agents and may receive commissions from insurance products sold, but commissions are not the primary source of compensation for advisory services.
Account minimum: $500,000 (may be waived at discretion)
Main office
50 Old Courthouse Square, Suite 300
Santa Rosa CA 95404
Advisors at this office
3
Most active in
California · Oregon · Texas · Washington
Also doing business as
Sonoma Allocations · Sonoma Allocations LLC · Sonoma Allocations, LLC · Sonoma Family Wealth
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.
Quick links
Advisors at this firm
Ben S
Series 66
Santa Rosa, CA
Sonoma Allocations
Ben Sedillo is a financial advisor with Sonoma Allocations, holding a Series 66 designation and 16 years of industry experience. He previously worked at Wells Fargo Advisors LLC and Sonoma Wealth Advisors before joining Sonoma Allocations. Sedillo is also a principal at Sonoma Allocations LLC, where he provides insurance product sales including life insurance and annuities. Sonoma Allocations is a team-based registered investment adviser managing approximately $350 million for individual, high-net-worth, and institutional retirement clients. The firm offers discretionary portfolio management, financial planning, and pension consulting, employing a multi-method investment approach with long-term trading strategies and regular account monitoring.
Todd G
CFP®, Series 63, Series 66
Santa Rosa, CA
Sonoma Allocations
Todd Gomes is a CFP® with 19 years of industry experience, currently serving as a principal at Sonoma Allocations. His prior experience includes roles at Sonoma Wealth Advisors and Wells Fargo Advisors. He is also involved in insurance sales, providing life insurance and annuity products as part of his financial advisory work. Sonoma Allocations is a team-based registered investment adviser managing approximately $350 million for individual, high-net-worth, and institutional retirement clients. The firm offers discretionary portfolio management, financial planning, and pension consulting, employing a combination of cyclical, fundamental, quantitative, and technical analysis to guide long-term investment strategies.
Kevin M
Series 63, Series 65
Santa Rosa, CA
Sonoma Allocations
Kevin Morrow is a financial advisor at Sonoma Allocations with 37 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Wells Fargo Advisors and Fermata, DBA Sonoma Wealth Advisors. Outside of advising, he is a managing member and winemaker at Tara Bella Winery in Santa Rosa, California. Sonoma Allocations is a team-based registered investment adviser managing approximately $350 million for individual, high-net-worth, and institutional retirement clients. The firm offers discretionary portfolio management, financial planning, and 401(k)/pension consulting, using a combination of cyclical, fundamental, quantitative, and technical analysis to implement long-term trading strategies.
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