Hetal Saki is a CFP-designated registered investment advisor at Saaga Wealth Planning LLC, based in Fremont, CA, with 12 years of industry experience. Hetal 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.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.90% |
| $1.0M - $2.0M | 0.80% |
| $2.0M - $3.0M | 0.70% |
| $3.0M - $4.0M | 0.60% |
| $4M+ | 0.50% |
Fees are negotiable and may be lowered or waived at the firm's sole discretion.
Fee Estimator
Location
Fremont, CA
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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
Saaga Wealth Planning LLC
Previous Registrations
Amc Wealth Management, LLC
Citizens Securities, INC.Broker
Citizens Securities, INC.
Mariner Wealth Advisors
Bakeravenue
Gates Pass Advisors, LLC
Securian Financial Services, INC.Broker
New England SecuritiesBroker
Pruco Securities, LLC.Broker
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
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