Firm
Sachi Financial Planning
Newport Beach, California
Fee-only
Sachi Financial Planning at a glance
- One of 1,191 fee-only firms based in California in the Wellspent graph.
- 2 advisors are listed here; 1 of 2 hold the CFP.
- Its Form ADV reports 2 employees and 61 individual clients, 9 of them high net worth.
- Its average account is about $104,000 (assets it manages divided by its 56 accounts).
- It works with clients virtually as well as in person.
Fee-only advisors in California · What fee-only advisors charge in California
Facts
| Based in | Newport Beach, California |
|---|---|
| Website | sachifp.com |
| Phone | (949) 478-3643 |
Sachi Financial Planning fees
What the firm's own website says it charges, checked October 30, 2026. We keep a price only when the exact words stating it appear on the page.
| Asset-based fee | 0.5% a year on the first tier of assets |
|---|---|
| How it charges | Percentage of assets · Ongoing planning fee |
In the firm's words
"To delegate your investments to us, we charge .50% and Dimensional charges .16%." source
"We also manage client’s investments and charge .50% of your total account value." source
"We charge financial planning fees on an annual basis based on complexity." source
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Hourly · Fixed fees |
|---|---|
| Assets managed | $6 million |
| Individual clients | 52 |
| High-net-worth clients | 9 |
| Accounts managed | 56 |
| Employees | 2 |
| Planning clients | 26-50 |
| Financial planning | Offered |
| Form ADV filed | January 6, 2026 |
| SEC record | CRD 324752 |