Paige Farrell is a CFP-designated registered investment advisor at Endeavor Financial Planning, based in Sacramento, CA, with 9 years of industry experience. Paige operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 43 clients with $52M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $750K | 1.00% |
| $750K - $2.0M | 0.85% |
| $2.0M - $3.0M | 0.70% |
| $3M+ | 0.50% |
Fees are negotiable in certain cases.
Fee Estimator
Contact
Paige Farrell
Location
555 University Ave. Suite 284, Sacramento, CA, 95825
Get directionsHistory
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 Activities
Paige works as an Administrative Associate with Young Wealth Management, dedicating minimal time to the role since March 2017. Her duties do not involve financial planning or securities trading activities.
Employment History
Current Registrations
Endeavor Financial Planning
State Registrations1 state
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