David Sefton is a ChFC-designated registered investment advisor at Sefton Financial Planning, based in Sacramento, CA, with 13 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Retirement Planning.
Compensation
Firm Size
IM Fee
Fee Structure
Sefton Financial Planning offers ongoing financial planning services for a fixed annual retainer fee, ranging from $2,500 to $12,000. This includes account reviews, updated plans, periodic check-ins, assistance with plan adjustments, and a set number of consulting hours per quarter, billed quarterly in arrears.
Sefton Financial Planning offers services on an hourly basis at $150 per hour, billed in 6-minute increments. The time required depends on the scope of services. A deposit is required for initial engagements, and projects spanning more than 3 months will be billed quarterly.
Location
Sacramento, CA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Sefton Financial Planning
State Registrations1 state
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