SAS Financial Advisors, LLC

Retirement Planning Firm in Santa Clara, CA

Firm Info
Address: 2900 Gordon Ave, Santa Clara, CA 95051, USA
Phone: (650) 366-4420

Firm Size
Assets Under Management: $110 million
# of Advisors: 3
# of Clients: 350
Client to Advisor Ratio: 117:1
Average Account Size: $314,286
# of Offices: 1

Services Offered
  • Financial Planning
  • Portfolio Management for Individuals & Small Businesses

Types of Clients
  • Individuals (Not High Net Worth)
  • Individuals High Net Worth

    *>=750k in Investable Assets or >=1.5m of Estimated Total Net Worth


Available Fee Structures
  • Percentage of Assets Under Management (AUM)
  • Hourly
  • Fixed Fees (Other than subscription)

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Sas Financial Advisors, LLC. Overview

SAS Financial Advisors, LLC is a Fee Only Registered Investment Advisory Firm that has been in business since 2022. Headquartered in San Francisco, CA, the firm specializes in providing investment advice to individuals and small businesses. They offer a wide range of financial planning services, including portfolio management. As a Fee Only firm, clients can be assured that the firm's recommendations are based solely on the client's best interest, as opposed to commissions-based on the products sold to the client. At SAS Financial Advisors, LLC, their primary focus is helping clients achieve their financial goals by providing objective and unbiased investment advice. Their investment advice only model sets them apart from other firms in the industry, as it means they do not receive any commissions or incentives for recommending specific investment products to clients. Instead, they provide personalized investment strategies that help meet the unique needs of each client. SAS Financial Advisors, LLC serves clients across various levels of wealth and financial complexity. They specialize in portfolio management for both individuals and small businesses, with a focus on preserving and growing their clients' wealth through times of economic uncertainty. Regardless of where clients are in their financial journey, SAS Financial Advisors, LLC can provide the expert guidance and advice clients need to help achieve their financial goals.

SAS Financial Advisors, LLC, caters to a diverse clientele for their financial needs. The firm serves both individuals and high net worth individuals, providing comprehensive solutions to ensure their wealth and assets are carefully managed. The team is equipped to serve individuals starting their financial journey, as well as seasoned investors looking to grow their portfolios. Regardless of the client's needs, the firm is dedicated to providing the highest level of service and attention to detail. SAS Financial Advisors, LLC, offers various fee structures depending on the type of service provided. Clients can opt for a percentage of their assets under management (AUM), which is a popular and convenient choice for those looking to have their investments managed by professionals. For clients looking for a more specialized approach, hourly rates are available. This option is ideal for those seeking consultative services or custom financial plans. Additionally, fixed fees are available for specific services, providing clients with transparency and predictability in their costs. With a range of fee structures available, SAS Financial Advisors, LLC, is committed to offering flexibility and value to their clients.

Typical Clients, Fee Structures & Investment Minimum

The Part 2 Brochure for SAS FINANCIAL ADVISORS, LLC does not mention an investment minimum.

How This Office Can Help Santa Clara, CA Residents

SAS Financial Advisors, LLC offers a variety of financial planning services to clients in Santa Clara, CA. Our team works closely with clients to understand their unique financial situations and develop a customized plan to help them achieve their goals. We offer investment planning, retirement planning, tax planning, estate planning, and more. Many residents of Santa Clara, CA are faced with high living costs and mounting debt. Silicon Valley's tech industry also brings unique financial challenges, such as navigating stock options and equity compensation. Our team at SAS Financial Advisors, LLC understands these challenges and can help clients navigate them to achieve financial success. We strive to provide transparent and personalized financial advice to help our clients reach their financial goals.


Services Offered by Sas Financial Advisors, LLC.

Core Advisor Services
Financial Planning

Financial planning services encompass the process of devising strategies for your future financial well-being, including preparing for events such as retirement, funding your child's college education, or planning for the transfer of assets.

Portfolio Management for Individuals & Small Businesses

Portfolio management entails the careful selection and strategic management of investment combinations tailored to meet the needs of individuals and small businesses.

Market Timing Services

Market timing services involve the endeavor to generate short-term profits from investments by capitalizing on opportunities to buy at low prices and sell at high prices.

Other Services
Selection of Other Advisors

The firm provides support in selecting and engaging other advisors who possess specialized expertise to complement your financial needs.

Publication of Periodicals or Newsletters

The firm engages in the dissemination of diverse financial educational materials through the publication of periodicals.

Educational Seminars & Workshops

The firm organizes and conducts seminars or workshops aimed at enlightening investors on various financial concepts.


Fee Structures

Financial advisory fees usually are based on the services provided. Fee types charged by Sas Financial Advisors, LLC. most likely consist of the following fee types: asset-based, hourly or fixed. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by the firm.

Available
Percentage of Assets Under Management (AUM)
Hourly
Fixed Fees (Other than subscription)
Unavailable
Subscription (Newsletter or Periodical)
Commissions
Performance-based Fees
Other

Types of Clients

*The Securities & Exchange Commission defines someone as “high net worth” if they have $750,000 or more in investable assets or $1.5M of estimated total net worth.


This Office Location

Firm location 2900 Gordon Ave, Santa Clara, CA 95051, USA
Phone (650) 366-4420
Directions
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Other Office Locations

Firm Headquarters
Firm headquarters location 50 CALIFORNIA STREET, SUITE 1500, SAN FRANCISCO, CA 94111, United States

This firm has no other locations.

State Registrations

Sas Financial Advisors, LLC. is registered to service clients in the following states:

  • California

Disciplinary History

Sas Financial Advisors, LLC. does not have any disclosures. Please visit it's Form ADV for more details.