Tara Manista
Sachi Financial Planning · Newport Beach, California
Tara Manista is a fee-only financial advisor at Sachi Financial Planning in Newport Beach, California, who holds the CFP and ChFC credentials. Tara 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 |
| Credentials | CFP · ChFC |
| SEC registration | Investment adviser representative in CA · CRD 6916985 |
| Exams passed | Series 66 (2018) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | sachifp.com |
How Tara'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 Tara
Is Tara Manista a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Tara 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 Tara charge for financial advice?
Tara charges a percentage of assets and an ongoing planning fee.
How much does Tara charge?
According to Sachi Financial Planning's website, checked October 30, 2026: 0.5% a year on the first tier of assets managed.
Does Tara work with clients virtually?
Yes. Sachi Financial Planning says on its website that it works with clients remotely.
Where is Tara Manista based?
Tara Manista is based in Newport Beach, California.
What does Tara specialize in?
Tara's specialties include equity compensation and tax planning.
What credentials does Tara Manista hold?
Tara Manista holds the CFP and ChFC credentials.
Is Tara Manista registered with the SEC?
Yes. Tara Manista is registered as an investment adviser representative in CA (CRD 6916985), 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 Tara Manista?
Through Tara'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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