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NorthBay Advisors
Northbay Advisors, Certified Financial Planner & Registered Investment Advisor! We provide objective Fee Only Financial Planning & Investment Management...
NorthBay Advisors
Northbay Advisors, Certified Financial Planner & Registered Investment Advisor! We provide objective Fee Only Financial Planning & Investment Management services to individuals and businesses in Sonoma County. Located in Rohnert Park, CA
General information
Firm type
RIA
Year founded
—
AUM
Undisclosed
Location
Region
Asia
Country
United States
City
Rohnert Park
Corporate office
Rohnert Park, CA, United States
Principals
Dan Peterson
Certified Financial Planner
Frequently asked questions
Is NorthBay Advisors a fee-only practice?
Yes. NorthBay Advisors states that it is a fee-only Registered Investment Advisor. This means it does not earn commissions on products sold to clients. The firm explicitly markets its fiduciary duty to place client interests first, contrasting its model with commission-based advisors.
Who runs investment decisions at NorthBay Advisors?
Dan Peterson leads the firm as its Certified Financial Planner. He has held the CFP designation since 1987. The firm’s materials present him as the primary professional delivering both financial planning and portfolio-management services.
What services does NorthBay Advisors offer?
The firm provides financial planning and professional investment portfolio management. It serves individuals and businesses. Its marketing emphasizes objective, fiduciary advice for personal-finance needs.
Does NorthBay Advisors sell commissioned financial products?
No. The firm distinguishes itself by not selling commissioned products. It states that only fee-only advisors avoid advice tainted by sales commissions. NorthBay explicitly recommends avoiding advisors who earn commissions on products.
How is NorthBay Advisors compensated?
NorthBay Advisors is compensated through fees paid directly by clients for financial planning and investment management services. The firm does not accept commissions from product providers, aligning its compensation with its fiduciary duty.
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