Sandra Field is a CFP-designated registered investment advisor at Asset Planning, INC, based in Los Alamitos, CA, with 28 years of industry experience. Sandra operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Divorce Planning, Estate Planning, Financial Planning & Coaching, and 3 more. Their firm serves 373 clients with $550M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Depending on the size of the account, fee breakpoints may be given on accounts over $500,000. Fees may be negotiable.
Fee Estimator
Contact
Sandra Field
Location
4281 Katella Avenue, Suite 203, Los Alamitos, CA, 90720
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Asset Planning, INC
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
Additional Information
A Southern California native, Sandra graduated from California State University Long Beach with a Bachelor of Science in Finance and from University of Southern California (USC) with a Masters in Business Administration. Whether she is assisting clients to reach their retirement goals or working with clients on tax efficient investing, education is at the core of Sandra's philosophy. She emphasizes the importance of developing a relationship with and educating clients, placing the utmost importance on helping them reach their goals, whatever they may be.