Sagacious Financial Services is a U.S. Securities and Exchange Commission (SEC) Registered Investment Adviser (RIA) based in San Diego, California. The firm operates on a fee-only basis, meaning it is compensated solely by its clients and does not accept commissions or other payments from third parties for product sales. Their mission is to provide objective, comprehensive financial planning, investment management, and tax planning services to help individuals and families achieve their long-term financial goals with clarity and confidence.

Founded in

India