Sackett Wealth Advisors, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$197,511,691
Clients
440
Advisors
3
of 5 employees
About
Sackett Wealth Advisors provides investment advisory services to individuals (including high-net-worth clients), trusts and estates, pension and profit-sharing plans, and corporations or other business entities. The firm offers comprehensive portfolio management, standalone financial consulting, and retirement plan consulting for employer plan sponsors.
Operating as a fiduciary, the firm delivers individualized, discretionary portfolio management that emphasizes diversified asset allocation across equities, fixed income, mutual funds, ETFs and other public and private securities, with ongoing monitoring and rebalancing. Sackett Wealth Advisors also incorporates passively oriented, asset-class strategies (including funds managed by Dimensional Fund Advisors) and may use options or other instruments where appropriate to client objectives.
A distinctive feature for a team-sized advisor, the firm maintains an affiliated accounting and tax services practice (Sackett Financial Group) that provides tax planning and preparation, corporate and personal tax guidance, cost segregation studies, real estate analysis and related services under separate agreements. The combination of investment management, ERISA-aware retirement plan consulting for sponsors, and affiliated tax and insurance-related services creates an integrated service set that may be of interest to clients seeking coordinated tax, corporate and wealth planning.
Client services
Expertise
Fee options
Flat fees charged for financial consulting services, retainer fees not exceeding $1,200 when services exceed 6 months.
Up to $250 per hour for financial consulting services.
Account minimum: $100,000 Fee-only: Financial Consulting charged hourly up to $250/hour; flat fees also possible, with retainers not exceeding $1,200 for services not completed within 6 months.
Main office
915 W. Imperial Highway, Suite 160
Brea CA 92821
Advisors at this office
3
Most active in
Arizona · California · Louisiana · Nevada · Tennessee · Texas
Also doing business as
Sackett Financial Group · Sackett Wealth Advisors, Inc.
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
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.
Advisors at this firm
Michael S
Series 66
Brea, CA
Sackett Wealth Advisors, Inc.
Michael Sackett is a financial advisor with Sackett Wealth Advisors, Inc. in Brea, CA, holding a Series 66 designation and over 35 years of industry experience. He founded Sackett Financial Group in 1987, providing tax, accounting, business consulting, and insurance services, and serves as a board member of a propane and natural gas distribution company. He also holds a supervisory role at an e-commerce business specializing in HVAC control systems. Sackett Wealth Advisors offers investment advisory services to individuals, trusts, estates, and various business entities, focusing on diversified portfolio management with both active and passive strategies. The firm integrates investment management with affiliated tax and retirement plan consulting services, providing a coordinated approach to wealth, tax, and corporate planning.
George A
Series 66
Brea, CA
Sackett Wealth Advisors, Inc.
George Ayala is a financial advisor at Sackett Wealth Advisors, Inc. with six years of industry experience. He holds a Series 66 designation and has worked previously at MML Investors Services, MassMutual Life Insurance/Capstone Partners, CAK International, and The University of New Mexico. Sackett Wealth Advisors is a team-based registered investment adviser managing approximately $181 million for individuals, high-net-worth clients, trusts, pension and profit-sharing plans, and business entities. The firm provides discretionary investment advice focused on asset allocation across public and private securities, with a preference for passively oriented asset-class funds, and offers additional tax and consulting services through an affiliated accounting practice.
Shaun S
Series 66
Brea, CA
Sackett Wealth Advisors, Inc.
Shaun Sackett is a financial advisor with Sackett Wealth Advisors, Inc. in Brea, California, holding a Series 66 designation and 16 years of industry experience. He has worked at Sackett Wealth Advisors since 2017 and previously spent five years with Independent Financial Group. Outside of advisory services, he operates Sackett Financial Group, providing financial and tax services. Sackett Wealth Advisors serves individuals, trusts, pension plans, and businesses with discretionary portfolio management, financial consulting, and retirement plan services. The firm integrates diversified asset allocation strategies and maintains an affiliated accounting and tax practice offering tax planning, corporate tax guidance, and related services.
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