Terrafirma Wealth Partners's Form ADV discloses 1.50% on the first $500,000, 1.15% on the next $250,000, 0.90% on the next $250,000, 0.70% on the next $2 million, 0.55% on the next $7 million, and 0.50% on assets above $10 million. See complete fee breakdown ↓
Yes. As an SEC-registered investment advisor (CRD #331568), Terrafirma Wealth Partners is subject to fiduciary duty under federal law.
Terrafirma Wealth Partners is headquartered in WALNUT CREEK, CA.
Terrafirma Wealth Partners serves 43 high-net-worth clients according to their SEC filing dated March 11, 2026. View client details ↓
According to their SEC Form ADV, Terrafirma Wealth Partners offers financial planning, portfolio management for individuals, and selection of other advisors. View all service details ↓
Terrafirma Wealth Partners manages $118 million in client assets according to their SEC filing dated March 11, 2026.
According to their SEC Form ADV, Terrafirma Wealth Partners serves high-net-worth individuals. View client details ↓