Fee-Only Financial Planners in Petaluma, CA

A Fee-Only Financial Planner can help you in all aspects of your financial life - comprehensive financial planning, retirement planning, investment management, insurance analysis, and more. From the simple to complex, a Fee-Only Financial Planner can help you work toward your objectives.

Fee-Only Financial Planners in Petaluma, CA:

Justin Sloan

CFA®, CFP®

Buckingham Strategic Wealth

Santa Rosa, CA

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning, Estate planning, Risk Management

Forever standing on the side of our clients.

William Callahan

RLP®, CFA®, CFP®

Callahan Financial Planning Company

San Rafael, CA

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Tax Planning, Concentrated Stock Risk Management

A fee-only financial advisor you can trust for your retirement: safe withdrawal rates, efficient tax planning, appropriate investment allocation, estate planning, holistically, all in one place

Reuben J. Brauer

CFP®

Callahan Financial Planning Company

San Rafael, CA

Specialties: Preparing for Retirement, Retirement Income Planning, Investment Advice, Comprehensive Financial Planning, Tax Planning

A fee-only financial advisor you can trust for your retirement: safe withdrawal rates, efficient tax planning, appropriate investment allocation, estate planning, holistically, all in one place

Celeste Mirassou

CFP®

Financial Planning Focus

Napa, CA

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

Fee Only Financial Planner Located in Napa, CA and Serving Clients Nationwide Remotely

Tina Anders

CFP®

Anders Wealth Management

Petaluma, CA

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    Fee-Only Financial Advisors never earn commission or sell investment products.

    Fee-Only:
    Compensated only by the client without earning commission of any kind for product sales or referrals.

    Fiduciary:
    Legally sworn and obligated to always place the interest of the client ahead of their own.

    Independent:
    Not affiliated with any brokerage firm, bank, or insurance company.


    Financial Advisor Checklist from the National Association of Personal Financial Planners (NAPFA)

    NAPFA Consumer Tools PDF

    Get Your Checklist

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