Firm
Soesbe Financial, LLC
Sacramento, California
Fee-only
Soesbe Financial, LLC 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 3 employees and 45 individual clients, 26 of them high net worth.
- Its average account is about $594,000 (assets it manages divided by its 142 accounts).
- Its hourly rate of $425 is above the California median of $300.
- Its website says it's taking new clients.
- 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 | Sacramento, California |
|---|---|
| Website | soesbefinancial.com |
| Phone | (916) 587-5100 |
Soesbe Financial, LLC fees
What the firm's own website says it charges, checked October 28, 2026. We keep a price only when the exact words stating it appear on the page.
| One-time plan | From $5,100 |
|---|---|
| Hourly | $425 an hour |
| Asset-based fee | 1% a year on the first tier of assets |
| Account minimum | $1,000,000 |
| How it charges | Percentage of assets · Hourly · One-time plans or projects · Flat fee |
In the firm's words
"Total Fee: $5,100-$6,800 for 12-16 hours" source
"The planner’s current rate is $425 per hour." source
"$0 – $500,000 1.00%" source
"Our minimum household account size requirement for Integrated Management Service Clients is $1,000,000, which may be waived at the firm’s discretion." 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 | $84 million |
| Individual clients | 19 |
| High-net-worth clients | 26 |
| Accounts managed | 142 |
| Employees | 3 |
| Planning clients | 51-100 |
| Financial planning | Offered |
| Form ADV filed | February 25, 2026 |
| SEC record | CRD 307384 |