Advisor at Sequent Planning, 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
Sequent Planning, Llc
Location
Daytona Beach Shores, FL
Credentials
Series 63, Series 65
Industry experience
12 years
Fixed fee financial planning services ranging from $500 (limited scope) to $5,000 (comprehensive plan)
Hourly financial planning fee ranges from $125 to $300 per hour, negotiable based on advisor experience and client factors
Account minimum: $1,000 minimum fee for comprehensive financial planning; $500 minimum for limited engagement Minimum fee: Minimum fixed fee for comprehensive financial planning is $1,000; minimum fixed fee for limited engagement is $500
Sequent Planning LLC
2025 - Present (1 year)
Coppell Advisory Solutions LLC
2018 - 2024 (6 years)
The Total Advisor, LLC
2015 - Present (11 years)
Sound Income Strategies, LLC
2015 - 2018 (3 years)
Safe and Smart Money, LLC
2014 - 2017 (3 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Series 63, Series 66
Daytona Beach Shores, FL
Edward Jones
Series 66
Port Orange, FL
Edward Jones
Series 66
Port Orange, FL
Edward Jones
Series 66
Daytona Beach, FL
Edward Jones
Series 63, Series 65
Port Orange, FL
Edward Jones
Series 63, Series 65
Daytona Beach, FL
Merrill
Bella Khamitsaeva is a Financial Solutions Advisor at Merrill, specializing in providing personalized financial strategies to clients. She focuses on understanding clients' priorities and goals to develop tailored approaches for short-, mid-, and long-term financial planning. Bella serves as a resource for a range of financial needs, including investing, retirement planning, and emergency savings. Additionally, she connects clients with Bank of America specialists to access services such as banking, credit, home financing, and small business solutions. Bella is affiliated with Merrill Lynch Wealth Management and holds a Bachelor's Degree from Daytona State College. Her approach centers on uncovering what matters most to clients and their families to help create effective strategies for pursuing their financial objectives.
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