Delana Paukert is a registered investment advisor at Sackett Wealth Advisors, INC., based in Brea, CA, with 3 years of industry experience. Delana 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.
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Delana is a 12.5% owner and member of Coast Maritime LLC, a charter boat company. She spends a few hours per week on this activity, which involves captaining/crewing vessels on weekends.
Employment History
Current Registrations
Sackett Wealth Advisors, INC.
State Registrations1 state
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