Claireese Baggao
Layline Financial · Sandpoint, Idaho
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.
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Specialties
Facts
| Firm | Layline Financial |
|---|---|
| Based in | Sandpoint, Idaho |
| Fee model | Ongoing planning fee · Percentage of assets |
| Accepting new clients | Yes |
| Assets under management | $10.2M across 68 accounts |
| SEC registration | Investment adviser representative in ID · CRD 7170418 |
| Exams passed | Series 65 (2019) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | laylinefin.com |
| Profile |
How Claireese's firm compares
- Layline Financial's average account is about $150,000, from its Form ADV (assets managed divided by 68 accounts).
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Questions about Claireese
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : 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
- Layline Financial website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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