# Susan Soesbe

> Susan Soesbe is a fee-only financial advisor at Soesbe Financial, LLC in Sacramento, California, who holds the CFP, EA and MBA credentials. Susan charges a percentage of assets, hourly fees, a one-time planning fee and a flat fee or retainer (one-time plans from $5,100 and $425 an hour) and focuses on retirement planning.

Page: https://find.wellspent.co/advisors/susan-soesbe/
Built from public directory listings; last checked April 21, 2026.

## Facts

- **Firm:** Soesbe Financial, LLC
- **Based in:** Sacramento, California
- **Fee model:** Percentage of assets; Hourly; One-time planning fee; Flat fee or retainer
- **Fees (firm's website):** one-time plans from $5,100; $425 an hour; 1% a year on the first tier of assets managed; a $1,000,000 asset minimum
- **Works virtually:** Yes (firm's website)
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $84.4M across 142 accounts
- **Credentials:** CFP, EA, MBA
- **Specialties:** Retirement planning
- **CRD:** 5014944 (https://adviserinfo.sec.gov/individual/summary/5014944)
- **SEC registration:** Investment adviser representative in CA
- **Exams passed:** Series 65 (2007)
- **Firm size:** 3 employees
- **Disclosures:** None reported
- **Website:** https://soesbefinancial.com

## Frequently asked questions

### Is Susan Soesbe a fee-only financial advisor?

Yes. Susan Soesbe is listed in the XY Planning Network directory (XYPN members are fee-only). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Susan's firm.

### How does Susan charge for financial advice?

Susan charges a percentage of assets, hourly fees, a one-time planning fee and a flat fee or retainer.

### How much does Susan charge?

According to Soesbe Financial, LLC's website, checked October 28, 2026: one-time plans from $5,100; $425 an hour; 1% a year on the first tier of assets managed; a $1,000,000 asset minimum.

### Does Susan work with clients virtually?

Yes. Soesbe Financial, LLC says on its website that it works with clients remotely.

### Where is Susan Soesbe based?

Susan Soesbe is based in Sacramento, California.

### What does Susan specialize in?

Susan's specialties include retirement planning.

### What credentials does Susan Soesbe hold?

Susan Soesbe holds the CFP, EA and MBA credentials.

### Is Susan Soesbe registered with the SEC?

Yes. Susan Soesbe is registered as an investment adviser representative in CA (CRD 5014944), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.

### How much does Soesbe Financial, LLC manage?

Soesbe Financial, LLC reports $84.4M across 142 accounts in assets under management.

### How do I contact Susan Soesbe?

Through Susan's website, soesbefinancial.com.

## Sources

- XY Planning Network directory listing (https://www.xyplanningnetwork.com/find-an-advisor/susan-soesbe-10976): XYPN members are fee-only
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 27, 2026
- The firm's website (https://soesbefinancial.com/): specialties, clients served, and fees, checked October 28, 2026

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