Danica Sachs
Horst & Graben Wealth Management · Portland, Oregon
Danica Sachs is a fee-only financial advisor at Horst & Graben Wealth Management in Portland, Oregon. Horst & Graben Wealth Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
Request an introduction to Danica →
Facts
| Firm | Horst & Graben Wealth Management |
|---|---|
| Based in | Portland, Oregon |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Accepting new clients | Yes |
| Assets under management | $920.1M across 3,442 accounts |
| SEC registration | Investment adviser representative in OR · CRD 8042739 |
| Exams passed | Series 66 (2026) |
| Firm size | 10 employees |
| Disclosures | None reported |
| Website | www.horstandgrabenwealth.com |
How Danica's firm compares
- Horst & Graben Wealth Management's average account is about $267,000, from its Form ADV (assets managed divided by 3,442 accounts).
Request an introduction to Danica
Tell Danica a little about what you're looking for. Danica isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Danica
Is Danica Sachs a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Danica holds no broker registration, and Horst & Graben Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Danica charge for financial advice?
Danica's firm, Horst & Graben Wealth Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Danica Sachs based?
Danica Sachs is based in Portland, Oregon.
Is Danica Sachs registered with the SEC?
Yes. Danica Sachs is registered as an investment adviser representative in OR (CRD 8042739), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Horst & Graben Wealth Management manage?
Horst & Graben Wealth Management reports $920.1M across 3,442 accounts in assets under management.
How do I contact Danica Sachs?
Through Danica's website, www.horstandgrabenwealth.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
- Horst & Graben Wealth Management 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.
See something wrong? Request a correction. Read our methodology.