Firm
Sequoia Financial Group
Pasadena, California
Fee-only
Sequoia Financial Group at a glance
- One of 1,191 fee-only firms based in California in the Wellspent graph.
- 1 advisor is listed here, who holds the CFP.
- Its Form ADV reports 424 employees and 11,064 individual clients, 4,556 of them high net worth.
- Its average account is about $813,000 (assets it manages divided by its 39,636 accounts).
Fee-only advisors in California · What fee-only advisors charge in California
Facts
| Based in | Pasadena, California |
|---|---|
| Website | sequoia-financial.com |
| [email protected] | |
| Phone | (626) 440-9192 |
Sequoia Financial Group fees
Sequoia Financial Group doesn't publish its prices on its website, or we couldn't confirm them word for word. Ask for its Form ADV Part 2A, which must describe its fees.
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 · Subscription · Fixed fees · Performance-based fees |
|---|---|
| Assets managed | $32.2 billion |
| Individual clients | 6,508 |
| High-net-worth clients | 4,556 |
| Accounts managed | 39,636 |
| Employees | 424 |
| Planning clients | More than 500 |
| Registered with | The SEC (801-61089) |
| Financial planning | Offered |
| Form ADV filed | August 24, 2026 |
| SEC record | CRD 117756 |