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SAGENT WEALTH MANAGEMENT

Financial Advisor serving Laguna Beach, California · 1 of 5 financial advisors in the area

📍 1489 GLENNEYRE STREET, Laguna Beach, California
📞 (949) 756-••••
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📍 1489 GLENNEYRE STREET, Laguna Beach, California

About SAGENT WEALTH MANAGEMENT

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.

💰 What Financial Advisors Cost in Laguna Beach

Budget
$0.5
% of assets/year
Average
$1
% of assets/year
Premium
$2
% of assets/year

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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✅ Tips for Hiring Financial Advisors in Laguna Beach

Check online reviews and ratings before hiring
Get multiple quotes to compare pricing
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Ask for references from recent customers

Frequently Asked Questions

How much does a financial advisor cost in Laguna Beach?
Financial Advisors in Laguna Beach typically charge $0.5–$2 % of assets/year. Fee-only advisors charge $150–$400/hour or 0.5%–1.5% of assets. Commission-based advisors earn from product sales.
How do I choose the best financial advisor in Laguna Beach?
Check ratings and reviews, verify licensing and insurance, get multiple quotes, and ask about their experience with your specific needs. There are 5 financial advisors in Laguna Beach to choose from.
Does SAGENT WEALTH MANAGEMENT offer free quotes?
Contact SAGENT WEALTH MANAGEMENT directly to ask about free estimates. You can also request a quote through ProHorizon.

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