Russell
Van Sistine
Fermata Advisors LLC
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About this Advisor
Russell Van Sistine is a certified financial planner who works out of Sonoma, California who has 2 years of relevant experience. Van Sistine works at Fermata Advisors LLC. Over the course of their career, they have held roles at Edward Jones, Brigham Young University Idaho, Tucano'S Brazilian Resturant, Elite Home Security, Brigham Young University and Sonoma Wealth Advisors, LLC. Van Sistine has a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is registered to work in California, Texas and Utah. Fermata Advisors LLC is a financial advisory firm based out of Sonoma, CA. The company has offices in four locations and a total of 19 advisors. It oversees $734 million in total assets across its 2,923 customer accounts, placing it among the larger investment advisory firms in the country by assets under management. The firm advises nine charities and foundations. Of its 2,923 customer accounts, just 7% are associated with high-net-worth clients who have more than $1 million in investable assets. The business has a set of services, such as financial planning services, portfolio management for individuals and small businesses and pension consulting services. Fees for financial management depend on which service is provided. Fees charged by Fermata Advisors LLC can include any blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Fermata Advisors LLC Brokerage Details
$733,830,008
19
2,923
$251,054
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Russell Van Sistine Work History
Russell has been registered as a financial advisor for 2 years.*
Sonoma Wealth Advisors, LLC
Edward Jones
Brigham Young University Idaho
Edward Jones
Tucano'S Brazilian Resturant
Elite Home Security
Brigham Young University Idaho
Brigham Young University
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Russell Van Sistine to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Fermata Advisors LLC
Sonoma, CA
Sonoma, CA
Sonoma, CA
Sonoma, CA
Sonoma, CA
Sonoma, CA
Santa Rosa, CA
Sonoma, CA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
