Susan Soesbe
Advisor at Soesbe Financial
Updated today
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
Soesbe Financial
Location
Sacramento, CA 95819
Credentials
CFP®, Series 65
Industry experience
18 years
About
Susan Soesbe is the principal advisor at Soesbe Financial in Sacramento, CA, holding the CFP® designation and Series 65 license with 18 years of industry experience. Prior to founding Soesbe Financial in 2020, she worked at Soesbe Tax Services and Symphony Financial Planning LLC from 2006 to 2020. She also offers occasional educational seminars and speaking engagements. Soesbe Financial serves individual and high-net-worth clients by providing portfolio management, financial planning, and an Integrated Management Service that combines advisory and tax-preparation services for qualifying clients. The firm employs discretionary investment management using model allocations based on Modern Portfolio Theory, emphasizing passive strategies with index mutual funds and ETFs.
Client services
Based on Soesbe Financial
Financial planning
Portfolio management
Educational seminars or workshops
Expertise
Based on Soesbe Financial
General retirement planning
Retirement income strategy
Social Security optimization
General tax planning
Wealth management
Fee options
$0 - $500,000: 1.00% $500,001 - $1,500,000: 0.85% $1,500,001 - $3,000,000: 0.70% $3,000,001 - $5,000,000: 0.55% $5,000,001+: 0.40%
$425 per hour for Standalone Financial Planning over 12 hours and Follow-up Financial Advice
Account minimum: $1,000,000 Minimum fee: Standalone Financial Planning minimum fee $5,100 includes up to 12 hours of Adviser time Fee-only: Integrated Management Services advisory fees are fee-only (no commissions)
Location
5290 Elvas Ave
Sacramento, CA 95819
Most active in
Susan S has reported serving >5 clients in these states in the last 12 months.
California
Work history
Soesbe Financial, LLC
2020 - Present (6 years)
Soesbe Tax Services
2006 - 2020 (14 years)
Symphony Financial Planning LLC
2006 - 2020 (14 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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