Fee-Only Financial Planners in Sebastopol, 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 Sebastopol, CA:

Jake Weber

CFP®

Willow Creek Wealth Management, Inc.

Sebastopol, CA

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

Fee-Only financial planner located in Sebastopol, CA, serving clients locally and across the country

David Lawrence

CFP®

Willow Creek Wealth Management, Inc.

Sebastopol, CA

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

Fee-Only financial planner located in Sebastopol, CA, serving clients locally and across the country

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.

Rawson Gulick

CFP®, CAIA®

Willow Creek Wealth Management, Inc.

Sebastopol, CA

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

Fee-Only financial planner located in Sebastopol, CA, serving clients locally and across the country

David Homan

CFP®

Willow Creek Wealth Management, Inc.

Sebastopol, CA

Susan Olson

Abacus Wealth Partners, LLC

Sebastopol, CA

Bruce Dzieza

CFP®

Willow Creek Wealth Management, Inc.

Sebastopol, CA

Jason Gittins

CFP®

Willow Creek Wealth Management, Inc.

Sebastopol, CA

Mark Keating

CFP®, AEP®

Willow Creek Wealth Management, Inc.

Sebastopol, CA

Heather Belli

CFP®, CAP®, CDFA®

Willow Creek Wealth Management, Inc.

Sebastopol, 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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