Susan Soesbe
Soesbe Financial, LLC · Sacramento, California
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.
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Specialties
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 |
| Accepting new clients | Yes |
| Assets under management | $84.4M across 142 accounts |
| Credentials | CFP · EA · MBA |
| SEC registration | Investment adviser representative in CA · CRD 5014944 |
| Exams passed | Series 65 (2007) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | soesbefinancial.com |
| Profile |
How Susan's firm compares
- A one-time plan starts at $5,100, above the California median of $2,500 for fee-only firms that publish prices.
- The hourly rate is $425, above the California median of $300 for fee-only firms that publish prices.
- Soesbe Financial, LLC's average account is about $594,000, from its Form ADV (assets managed divided by 142 accounts).
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Questions about Susan
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- XY Planning Network directory listing : XYPN members are fee-only
- Soesbe Financial, LLC website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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