Advisor at Asset Planning, Inc
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Firm
Asset Planning, Inc
Location
Los Alamitos, CA 90720
Credentials
CFP®
Industry experience
28 years
Sandra Field is a CFP® professional at Asset Planning, Inc. in Los Alamitos, CA, with 28 years of industry experience. She has been with Asset Planning since 1998 and has an additional background with Ian D Brodie MD FRCS Inc. since 1980. Asset Planning, Inc. provides personal financial planning and investment management to individuals, families, and related entities, focusing on customized portfolio construction using a strategic asset allocation framework that combines passive and active investment strategies. The fee-only firm manages approximately $552 million in discretionary assets across about 373 client households.
Based on Asset Planning, Inc
Fixed fees for financial planning services may be charged; a deposit equal to one hour may be required
$0 - $500,000: 1.00% $500,000+: Negotiable, potentially lower than 1.00%
$250 to $500 per hour depending on associate and complexity
Account minimum: $500,000 Fee-only: Hourly rates from $250 to $500 per hour for financial planning services
4281 Katella Avenue, Suite 203
Los Alamitos, CA 90720
California
Asset Planning Inc.
1998 - Present (28 years)
Ian D Brodie MD FRCS Inc
1980 - Present (46 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
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.
Series 65
Los Alamitos, CA
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Linda A. Walker, CFP
Series 63, Series 65
Cerritos, CA
Sierra Madre Partners LLC
Series 65
Irvine, CA
AM Wealth Solutions, LLC
Series 65
Cerritos, CA
Summit Gates Capital
CFP®, ChFC®, Series 63, Series 65
Costa Mesa, CA
Capital Planning Group, LLC
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