CREEKSIDE PARTNERS
SEC RegisteredProtect Your Wealth. Grow Your Legacy.
About the firm
Creekside Partners is an independent, Petaluma-based fiduciary financial planning firm that puts clients' interests first. The firm provides customized investment and financial management solutions with a hands-on approach, combining the personalized service of a small firm with institutional-level skills and resources. It has a specialty in municipal bonds, including double tax-free CA Municipal Bonds and state tax-free Treasuries.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Investment management, retirement planning, education planning, insurance planning, trust and estate planning, tax planning, gifting and philanthropic strategies, and mortgage and debt management. Client portfolios are supervised and managed through custodial accounts held at Charles Schwab or Fidelity.
Who they serve
Clients of all ages and stations in life, including young entrepreneurs saving for the future, families worried about college costs, and retirees seeking to enjoy the fruits of their success.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 127 | $47M |
| High Net Worth Individuals | 147 | $476M |
| Investment Companies | 0 | — |
| Pooled Investment Vehicles | 0 | $0 |
| Pension/Profit Sharing Plans | 0 | $0 |
| Insurance Companies | 0 | — |
| Sovereign Wealth Funds | 0 | — |
| Corporations | 0 | $0 |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
2 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| First $2,000,000 | 0.75% |
| Next $3,000,000 | 0.60% |
| Over $5,000,000 | 0.50% |
Data as of March 12, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. CREEKSIDE PARTNERS has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.