A complete list of active advisors currently associated with Sonoma Allocations

Warmer can help you find a great advisor at Sonoma Allocations or one who fits your needs even better.

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.

To learn more about the advisors currently working at Sonoma Allocations, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.