Advisor at Layline Financial
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Claireese Baggao is a financial advisor at Layline Financial with six years of industry experience. She holds a Series 65 designation and has worked at Wells Fargo Capital Management, Taddei Ludwig & Associates, and Brio Financial Group prior to joining Layline Financial. Layline Financial is an independent firm that provides fee-only financial planning and discretionary portfolio management for individuals, high-net-worth clients, small business owners, and a diverse range of other client types. The firm uses a Modern Portfolio Theory framework with ETFs, strategic factor tilts, and direct indexing, offering both ongoing and project-based services primarily delivered remotely.
Based on Layline Financial
Based on Layline Financial
Initial financial plan fee up to $10,000; project-based financial planning fixed fees $1,000 to $10,000; ongoing financial planning fixed recurring monthly fees $200 to $1,250
1.00% annually
$350 to $750 per hour for project-based financial planning
Account minimum: $600,000 Fee-only: Fixed recurring fees for ongoing financial planning: $200 to $1,250 per month; initial financial plan fee up to $10,000; project-based financial planning fixed fees $1,000 to $10,000; hourly rates $350 to $750
Sandpoint, ID
California · Idaho
Layline Financial LLC
2023 - Present (3 years)
Brio Financial Group
2019 - 2023 (4 years)
Taddei Ludwig & Associates
2019 - 2019 (1 year)
Wells Fargo Capital Management
2013 - 2019 (6 years)
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