Auburn, CA Office
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Sonoma Wealth Advisors
Team
Firm-wide stats for Sonoma Wealth Advisors
About
Fermata Advisors provides investment management, financial planning and retirement-plan consulting primarily to individuals (including high‑net‑worth clients), small businesses and plan fiduciaries. The firm offers ongoing portfolio management (typically using mutual funds, ETFs and individual equities) as well as separate financial planning and hourly or project consulting engagements.
The firm portrays its client relationship model as coaching‑centered and delivers both discretionary and non‑discretionary services, drawing on a mix of behavioral, charting, cyclical, fundamental and technical analysis to shape allocations. For employer plans it can provide ERISA fiduciary services, including preparation of investment policy statements, ongoing monitoring and participant education.
Noteworthy distinctions for this firm include ownership interests in affiliated tax and accounting entities that it may recommend to clients, and the use of paid referral and endorsement channels (for example, participation in SmartVestor/Ramsey Solutions and other lead‑generation networks), arrangements disclosed as potential conflicts of interest. Fermata also operates from five or more offices and identifies state or municipal government clients among its client types—features that are relatively uncommon among similarly sized team advisory firms.
Based on Sonoma Wealth Advisors
Expertise
Based on Sonoma Wealth Advisors
Location
1010 Racquet Club Dr., Ste. 107
Auburn CA 95603
Advisors at this office
1
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