# Claireese Baggao

> Claireese Baggao is a fee-only financial advisor at Layline Financial in Sandpoint, Idaho. Claireese charges an ongoing planning fee and a percentage of assets and focuses on retirement with concentrated positions, estate & legacy planning and retirement planning.

Page: https://find.wellspent.co/advisors/claireese-baggao/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Layline Financial
- **Based in:** Sandpoint, Idaho
- **Fee model:** Ongoing planning fee; Percentage of assets
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $10.2M across 68 accounts
- **Specialties:** Retirement with concentrated positions, Estate & legacy planning, Retirement planning
- **CRD:** 7170418 (https://adviserinfo.sec.gov/individual/summary/7170418)
- **SEC registration:** Investment adviser representative in ID
- **Exams passed:** Series 65 (2019)
- **Firm size:** 1 employee
- **Disclosures:** None reported
- **Website:** https://laylinefin.com/

## Frequently asked questions

### Is Claireese Baggao a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Claireese holds no broker registration, and Layline Financial reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Claireese charge for financial advice?

Claireese charges an ongoing planning fee and a percentage of assets.

### Where is Claireese Baggao based?

Claireese Baggao is based in Sandpoint, Idaho.

### What does Claireese specialize in?

Claireese's specialties include retirement with concentrated positions, estate & legacy planning and retirement planning.

### Is Claireese Baggao registered with the SEC?

Yes. Claireese Baggao is registered as an investment adviser representative in ID (CRD 7170418), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Layline Financial manage?

Layline Financial reports $10.2M across 68 accounts in assets under management.

### How do I contact Claireese Baggao?

Through Claireese's website, laylinefin.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/7170418): the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://laylinefin.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.