BB
CFP
Firm Information
Compensation
Fixed/Hourly
Number of Advisors
10 advisors
Number of Clients
Not specified
Average Client Portfolio
Not specified
Fee Structure
Financial Planning:Investment management only
Financial Plan Fee:Up to $6,000
Hourly Rate:$300 - $475/hr
Financial planning services are offered on an ongoing engagement, hourly basis, or for a fixed engagement fee. Ongoing engagement fees range up to $6,000 annually and may be negotiable. Hourly fees range from $300 to $475 per hour. Fixed engagement fees range up to $6,000. Fees may be negotiable based on the nature and complexity of the services.
Areas of Practice
Retirement PlanningFinancial Planning & Coaching
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Advisor Information
Office location
1 Belvedere Place, Suite 200, Mill Valley, CA, 94941
Get directionsRegulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Boldin Advisors
April 2025 - Present · 9 mos
Previous Registrations
Saltbox Financial LLC
March 2024 - August 2024 · 5 mos
Financial Life Advisors
November 2022 - October 2023 · 11 mos
Wealthpoint Advisors LLC
February 2018 - November 2022 · 4 yrs 9 mos
State Registrations1 state
TX
Advisor
Exams
No exam information available for this advisor.