Sandra Field
Asset Planning · Los Alamitos, California
Sandra Field is a fee-only financial advisor at Asset Planning in Los Alamitos, California, who holds the CFP credential. Asset Planning reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
Request an introduction to Sandra →
Facts
| Firm | Asset Planning |
|---|---|
| Based in | Los Alamitos, California |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $553.5M across 973 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CA · CRD 1419210 |
| Firm size | 5 employees |
| Disclosures | None reported |
| Website | www.assetplanninginc.com |
How Sandra's firm compares
- Asset Planning's average account is about $569,000, from its Form ADV (assets managed divided by 973 accounts).
Request an introduction to Sandra
Tell Sandra a little about what you're looking for. Sandra 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 Sandra
Is Sandra Field a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Sandra holds no broker registration, and Asset Planning reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Sandra charge for financial advice?
Sandra's firm, Asset Planning, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Sandra Field based?
Sandra Field is based in Los Alamitos, California.
What credentials does Sandra Field hold?
Sandra Field holds the CFP credential.
Is Sandra Field registered with the SEC?
Yes. Sandra Field is registered as an investment adviser representative in CA (CRD 1419210), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Asset Planning manage?
Asset Planning reports $553.5M across 973 accounts in assets under management.
How do I contact Sandra Field?
Through Sandra's website, www.assetplanninginc.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
- 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.