Ridgeview Financial Planning
Ridgeview Financial Planning (CRD# 171985) is a financial advisory firm headquartered in Santa Rosa, CA. They manage $87,362,428 in 358 accounts and serve the financial needs of clients across 3 states (or territories).
Current Firm Details
By the Numbers
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Total Assets Under Management87MILLION
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Total Number of Accounts358ACCOUNTS
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Average Account Value$244,029
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
![](/img/ws/firm-ria-sec-logo.png)
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA, FL, TX
Financial Advisors at Ridgeview Financial Planning
1
Brandon Grundy (CRD# 4687607) is an Investment Advisor Representative working at Ridgeview Financial Planning in Santa Rosa, CA and has over 20 years of experience in the finance industry.
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