What's In A

Name?

Fermata is a symbol of musical notation signaling a hold, or pause, so that the note is prolonged. We see it as a representation of our long-term commitment to helping advisors find, maintain, and thrive in independence. We believe that clients are served best when advisors have the freedom to be their best selves, serve as fiduciaries, and accentuate their commitment to excellence.

As a Registered Investment Adviser, Fermata Advisors focuses on best supporting and growing independent financial advisors on an individualized basis. You’ll find no cookie-cutter solutions here – only solutions designed around your unique needs. Additionally, as you grow and your needs evolve, Fermata maintains that focus and delivers you what you need, when you need it.

Discover our community. We serve as the parent company of Sonoma Wealth Advisors, as well as new advisory companies that operate as Independent Registered Investment Advisors under an independent DBA.

Our core values are the foundation of all that we do.
They define who we are, what we do, and how we do it.
We’re looking for other professionals who share our vision.

We Value

Collaboration

Technology

Freedom

Quality Service

Ethical Advice

Fermata is here to be your trusted partner, helping you to embrace what makes you unique and find new paths of growth for your business. Our role is to help you celebrate your individuality and never worry about fitting into a mold or norm.

Fermata is all about accentuating your individuality and putting independence in reach.

Relationship Summary Form CRS | Form ADV Disclosure: The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by Fermata Advisors, LLC, to provide information on a topic that may be of interest. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security. Securities accounts are held through Charles Schwab and TD Ameritrade, Member FINRA/SIPC. Advisory Services offered by Fermata Advisors, LLC doing business as Rich Financial, a registered investment advisor. Fermata Advisors, LLC, Sonoma Wealth Advisors and Rich Financial are is a separate unaffiliated legal entities from Charles Schwab and TD Ameritrade.