Advisor at Onesta Wealth Management, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Onesta Wealth Management, LLC
Location
Sacramento, CA
Credentials
Series 65
Industry experience
18 years
Richard Loek is a financial advisor with Onesta Wealth Management, LLC in Sacramento, CA, holding a Series 65 designation and 18 years of industry experience. He has been with Onesta Wealth Management since 2012 and also runs Calrima Financial & Insurance Agency, where he serves as CEO and insurance agent. Onesta Wealth Management provides personalized financial planning and asset management services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm employs a mix of fundamental, technical, and cyclical analysis for portfolio monitoring and offers educational seminars and workshops without charge.
Based on Onesta Wealth Management, LLC
Based on Onesta Wealth Management, LLC
Fixed fees between $350 and $15,500 based on complexity and client needs for financial planning
$0 - $500,000: 2.00% $500,000.01 - $1,000,000: 1.50% Above $1,000,000+: Negotiable
Insurance products commissions received by managing member separately
Negotiable hourly fee of $350 per hour for financial planning services
Fee-only: Financial planning hourly fee $350 per hour; fixed fees between $350 and $15,500 based on complexity
Sacramento, CA
California · Texas
Onesta Wealth Management, LLC
2012 - Present (14 years)
Calrima Financial & Insurance Agency
2006 - Present (20 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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