Financial Advisor serving Laguna Beach, California · 1 of 5 financial advisors in the area
SAGENT WEALTH MANAGEMENT is a financial advisor located in Laguna Beach, California. As a local financial advisor, they serve Laguna Beach and surrounding communities in California. You can reach them through ProHorizon. Contact them through ProHorizon for a free quote.
Financial professionals in Laguna Beach should hold relevant credentials such as CPA, CFP, or RIA registration. Check their background using FINRA BrokerCheck or the California securities regulator before sharing any financial information.
Fee-only advisors charge $150–$400/hour or 0.5%–1.5% of assets. Commission-based advisors earn from product sales. Prices in Laguna Beach may vary based on the scope of work and provider.
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