Ridgeview Financial Planning

Ridgeview Financial Planning (CRD# 171985) is a financial advisory firm headquartered in Santa Rosa, CA. They manage $37,311,773 in 227 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    37
    MILLION
  • Total Number of Accounts
    227
    ACCOUNTS
  • Average Account Value
    $164,369
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Ridgeview Financial Planning
Showing 1 - 1 of 1 top financial advisors.
1
Brandon J. Grundy
CRD#: 4687607
1955 Cleveland Avenue, Suite 203, Santa Rosa, CA 95401
86
Wealthminder
score

Brandon Grundy (CRD# 4687607) is an Investment Advisor Representative working at Ridgeview Financial Planning in Santa Rosa, CA and has over 14 years of experience in the finance industry. Brandon Grundy has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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