Hetal Saki

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About Hetal Saki

As a Certified Financial Planner(R), Hetal has been the professional partner that her clients can depend on when it comes to making important financial decisions. She understands that life transitions are a significant part of every person's journey, whether it be marriage, starting a family, changing jobs, or planning for retirement. With over 15 years of experience in the financial industry, Hetal is expertly equipped to guide her clients through these changes, ensuring they make informed financial decisions with clarity and confidence. Her approach is not only professional but also personal, as she cultivates a deep understanding of her clients' unique needs and aspirations. Clients often praise her for her ability to simplify complex financial concepts, making them accessible and understandable. Whether its budgeting for education, investing for the future, or devising a comprehensive retirement plan, Hetal is dedicated to providing the highest level of service and support throughout the entire financial planning process.

See Disclosures

General Information

Firm Start Year

2026

No. of Employees

CRD#

5403110

Firm CRD#

341789

Name of Custodial Firm

Charles Schwab

Years of Experience in Financial Services

Number of Years with Current Firm

Work Experience

I have worked in the Financial Planning and Wealth Management industry since 2007. My work primarily consists of helping clients create and implement their comprehensive financial plan and structuring their investments in a manner that is aligned with their financial plan. I have worked with many clients in different phases of their financial journey and understand the complexities that clients may during these life transitions. I have always guided clients in making the right decisions and offered the right solutions based on what meets their best interests.

Work with the following types of clients

Individual Investors, Businesses

Foreign Languages Serviced

Hindi, Gujarati

Advisory Services Provided

Education Funding and Planning, Risk Management, Money Management, Wealth Management, 401K Rollovers, Portfolio Management, Financial Planning, Estate Planning & Trusts, Investment Advice & Management, Financial Advice & Consulting, Financial Planning for Individuals, Retirement Planning

Compliance

Registered Investment Advisor

Acknowledged fiduciary

Compliance Disclosures in Last 5 years

I have a clean record

Criminal Disclosures in Last 5 years

I have a clean record

Qualifications & Membership

Certifications, Accreditations & Designations

CFP^®, MBA

Securities Licenses

Series 7

Compensation and Fees

Fee Structure

Fee-Only

Minimum Portfolio Size for New Managed Accounts

$300,000

Compensation Methods

Based on Assets, Hourly, Flat Fee

Fee % Based on Assets

.9%-.5%

Additional Details on Charges

I offer several service model options ranging from one-time consultation to retainer. Also, I offer both comprehensive and modular planning. Finally, I offer free comprehensive financial planning to my portfolio management clients, with whom I meet quarterly. My prices are negotiable and very competitive compared to current industry standards.

Minimum Fee Charged for Managed Accounts

Minimum Fee Charged for Hourly Planning Accounts

$150

Education

MBA - Finance

University of Santa Clara
08/2005 -07/2007

Disclosures

https://saagawealthplanning.com/disclosures

Additional Detailed Disclosures
https://www.paladinregistry.com/disclosure/1894165/paladinregistry-Saaga-Wealth-Planning,-detailed-disclosure.html

Paladin Advisors

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Paladin Research Report For:

Saaga Wealth Planning,