SS
CFP
SS
CFP

Saket Sengar

12 Years of Experience
Federal Way, WA

Saket Sengar is a CFP-designated registered investment advisor at Better Financial Services, LLC, based in Federal Way, WA, with 12 years of industry experience. Saket operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
2 advisors
Number of Clients
Not specified
Average Client Portfolio
Not specified

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.00%

Advisory fees may be negotiated, lowered, or waived for family, friends, existing relationships, or based upon the complexity level of the client situation.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
Loading...

Location

31919 6th Ave S, Suite A300, Federal Way, WA, 98003

Get directions

History

Regulatory History
Clean regulatory record

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
Better Financial Services, LLC
July 2024 - Present · 1 yr 9 mos
Previous Registrations
Ameriprise Financial Services, LLCBroker
April 2022 - July 2024 · 2 yrs 3 mos
Ameriprise Financial Services, LLC
April 2022 - July 2024 · 2 yrs 3 mos
UBS Financial Services INC.
January 2017 - April 2022 · 5 yrs 3 mos
UBS Financial Services INC.Broker
January 2017 - April 2022 · 5 yrs 3 mos
Raymond James Financial Services, INC.Broker
October 2007 - December 2010 · 3 yrs 2 mos
Signator Investors, INC.Broker
May 2007 - October 2007 · 5 mos
State Registrations1 state
WA
Advisor

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
No exam information available for this advisor.