Sedai Wealth

About Sedai Wealth

Sedai Wealth is a fee-only Registered Investment Advisor located in Irvine, CA. We work with clients both locally and virtually to help plan their financial future and retire with confidence.

We work with many retirees (and those close to it) looking for an optimal way to approach the complexities of retirement. Whether they're currently in retirement or several years out, our unique Wealth by Design planning process will solve just that.

What makes us different?

Our goal is simple - to make the world better one client at a time.  There are no aspirations to become the largest planning firm or focus on managing the most money, but instead, have a limited number of highly personalized client relations and know each and every client.

We believe in a transparent process

No hidden fees, no commissions, and no nickel and diming. We clearly communicate fees, potential and realized returns, risks, and opportunities.

Visit Our Affiliations
Fee-Only Network, CFP Board, XY Planning Network, Financial Planning Association of Orange County
Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
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Advisors at this Office

Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
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This Office

530 Technology Drive, Suite 100 Irvine, CA 92618 Phone: (949) 535-3559

Primary Office

530 Technology Drive, Suite 100 Irvine, CA 92618 Phone: (949) 535-3559