Shaun Sackett
Shaun Sackett is a registered investment advisor at Sackett Wealth Advisors, INC., based in Brea, CA, with 15 years of industry experience. Shaun operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 425 clients with $180M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Sackett Wealth Advisors offers Comprehensive Portfolio Management, where they manage your investments and provide financial planning. The annual fee will not exceed 1.20% of the value of your account, billed quarterly in advance. The fee is negotiable. A minimum account balance of $100,000 is generally required.
Location
915 W. Imperial Highway, Suite 160, Brea, CA, 92821
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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 →Other Business ActivitiesSells Insurance
Shaun is insurance licensed since 2016. He also provides financial and tax services through Sackett Financial Group since 2005.
Employment History
Current Registrations
Sackett Wealth Advisors, INC.
Previous Registrations
Independent Financial Group, LLC
Independent Financial Group, LLCBroker
Genworth Financial Advisers Corporation
Genworth Financial Securities CorporationBroker
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.