Karly Bokosky
Sachi Financial Planning · Newport Beach, California
Karly Bokosky is a fee-only financial advisor at Sachi Financial Planning in Newport Beach, California. Karly charges a percentage of assets and an ongoing planning fee (0.5% a year on the first tier of assets managed) and focuses on equity compensation and tax planning.
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Specialties
Facts
| Firm | Sachi Financial Planning |
|---|---|
| Based in | Newport Beach, California |
| Fee model | Percentage of assets · Ongoing planning fee |
| Fees (firm's website) | 0.5% a year on the first tier of assets managed |
| Works virtually | Yes |
| Assets under management | $5.8M across 56 accounts |
| SEC registration | Investment adviser representative in CA · CRD 8206118 |
| Exams passed | Series 65 (2025) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | sachifp.com |
How Karly's firm compares
- Sachi Financial Planning's average account is about $104,000, from its Form ADV (assets managed divided by 56 accounts).
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Questions about Karly
Is Karly Bokosky a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Karly holds no broker registration, and Sachi Financial Planning reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Karly charge for financial advice?
Karly charges a percentage of assets and an ongoing planning fee.
How much does Karly charge?
According to Sachi Financial Planning's website, checked October 30, 2026: 0.5% a year on the first tier of assets managed.
Does Karly work with clients virtually?
Yes. Sachi Financial Planning says on its website that it works with clients remotely.
Where is Karly Bokosky based?
Karly Bokosky is based in Newport Beach, California.
What does Karly specialize in?
Karly's specialties include equity compensation and tax planning.
Is Karly Bokosky registered with the SEC?
Yes. Karly Bokosky is registered as an investment adviser representative in CA (CRD 8206118), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Sachi Financial Planning manage?
Sachi Financial Planning reports $5.8M across 56 accounts in assets under management.
How do I contact Karly Bokosky?
Through Karly's website, sachifp.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
- Sachi Financial Planning 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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