Sentient Financial, LLC fees and pricing
Financial planner in Laguna Niguel, California. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated March 4, 2026, Sentient Financial, LLC charges $200 an hour for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 4, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $200/hr
“Our rate is $200 per hour; billed in 15minute increments, and partial increments will be treated as a whole increment.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Sentient Financial, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Our published fees are negotiable, and we may waive our fees for our associates and their family members.”
- “Fees are to be paid to our firm by check or draft from US-based financial institutions.”
- “Fees for partial quarters will be prorated based on the remaining days in the reporting period in which the firm services the account.”
How Sentient Financial, LLC’s fees compare
- Its hourly rate of $200 is below the California median of $300. 9% of the 932 other California planners that publish an hourly rate charge less.
- None of the 2 other planners in Laguna Niguel that publish an hourly rate charge less.
About Sentient Financial, LLC
- Solo practice: one person runs the firm, so you work directly with the planner.
- Registered as an adviser: 2018 (8 years).
Planning areas mentioned in the brochure
- Retirement planning
- Tax planning
- Estate planning
- College planning
- Divorce
- Equity compensation
- Cash flow and budgeting
- Charitable giving
Firm details from Form ADV
- How the firm is paid
- Hourly fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 3% a year
- Clients
- 29
- Employees
- 1
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and selecting other advisers
- Assets managed
- $17,488,223
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 292766
- Phone
- (949) 305-5836
Other planners in Laguna Niguel that publish fees
- Aalexander LLCLaguna Niguel$250/hr, $500-$2,000
- Ehrlich Financial GroupLaguna Niguel$250-$500/hr, $1,500-$10,000
- Pacific Financial Planners, LLCLaguna Niguel$500-$1,000
- 10/28 Wealth Management LLCOceanside$300/hr, $500-$10,000
- 360DividendsGranite Bay$300/hr, $2,500-$10,000
- 3D Holistic WealthIrvine$300/hr, $1,500-$10,000
Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.