Fee-only adviser · Mill Valley, CA
Boldin Advisors
Boldin Advisors is a fee-only investment adviser registered with the U.S. Securities and Exchange Commission, with its main office in Mill Valley, California. On its latest Form ADV, filed October 12, 2026, it reports 821 individual clients and 14 employees who give investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.
Key facts from Form ADV
| Registration | SEC-registered |
|---|---|
| Firm CRD number | 294881 · SEC file 801-132987 |
| Office | 1 Belvedere Place Suite 200 Mill Valley, CA 94941 |
| Phone | (415) 462-5665 |
| Website | www.boldin.com |
| Regulatory assets under management | Not reported |
| Individual clients | 305 non-high-net-worth, 516 high-net-worth |
| Financial planning clients | More than 500 |
| How it charges | Hourly, Fixed fee |
| Services | Financial planning |
| Employees | 15 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | October 12, 2026 |
Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.
What this means for you
- It offers hourly or fixed-fee arrangements, so you may be able to pay for a plan without handing over your investments.
- Most of its individual clients are high-net-worth, which on Form ADV means they meet the SEC’s qualified-client or qualified-purchaser test: broadly, more than $1 million managed by the adviser or a net worth above $2 million, with the thresholds indexed for inflation.
- It provides financial planning services, not only portfolio management.
- It reports no disciplinary history on Form ADV.
Before you hire any adviser
Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.
Other fee-only advisers in Mill Valley
- Private Wealth Partners, LLC $1.9B
- Assembly Wealth $337M
- Miller Avenue Advisors LLC $281M
- Sivia Capital Partners, LLC $1.2B
- Austin Creek Capital, LLC $7.5M
- Rising Capital Inc. $30M
See all 14 fee-only advisers in Mill Valley →
Nearby
- Greenbrae 5 firms
- Kentfield 2 firms
- Ross 2 firms
- Larkspur 6 firms
- Corte Madera 3 firms
- San Anselmo 2 firms
- San Rafael 26 firms
- Sausalito 7 firms
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