Fermata Advisors

Fermata Advisors (CRD# 305614) is a financial advisory firm headquartered in Sonoma, CA. They manage $973,846,526 in 3,843 accounts and serve the financial needs of clients across 15 states (or territories).

Current Firm Details
539 Broadway, Suite A, Sonoma, CA 95476
https://richfinancial.com/
By the Numbers
  • Total Assets Under Management
    974
    MILLION
  • Total Number of Accounts
    3,843
    ACCOUNTS
  • Average Account Value
    $253,408
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, CA, CO, HI, ID, LA, MD, MT, NE, OH, OR, PA, TX, UT, WA

Financial Advisors at Fermata Advisors
Showing 11 - 14 of 14 top financial advisors.
11
Clayton Dunkle, financial advisor Sonoma CA
Clayton J. Dunkle
CRD#: 7271260
Sonoma, CA

Clayton Dunkle (CRD# 7271260) is an Investment Advisor Representative working at Fermata Advisors in Sonoma, CA and has over 3 years of experience in the finance industry.

12
Davis Rich, financial advisor Chico CA
Davis J. Rich
CRD#: 7379461
2452 Lakewest Drive, Chico, CA 95928

Davis Rich (CRD# 7379461) is an Investment Advisor Representative working at Fermata Advisors in Chico, CA and has 1 year of experience in the finance industry.

13
Teresa Updegraff, financial advisor Sonoma CA
Teresa M. Updegraff
CRD#: 7534860
539 Broadway, Suite A, Sonoma, CA 95476

Teresa Updegraff (CRD# 7534860) is an Investment Advisor Representative working at Fermata Advisors in Sonoma, CA and has 1 year of experience in the finance industry.

14
Shelby Wirick, financial advisor Sonoma CA
Shelby T. Wirick
CRD#: 7525753
539 Broadway, Suite A, Sonoma, CA 95476

Shelby Wirick (CRD# 7525753) is an Investment Advisor Representative working at Fermata Advisors in Sonoma, CA and has 1 year of experience in the finance industry.

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Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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