Cassandra Sanchez is a registered investment advisor at Financial & Tax Architects, LLC, based in Plano, TX, with 6 years of industry experience. Cassandra operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 3 more. Their firm serves 1,574 clients with $510M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.95% |
| $2.0M - $5.0M | 0.90% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.30% |
Fees may be negotiable in certain circumstances.
Fee Estimator
Location
6860 N Dallas Pkwy, Suite 200, Plano, TX, 75024
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Cassandra works as a server at The Drunken Donkey restaurant, dedicating about a quarter of her time to this role. This activity is not investment-related.
Employment History
Current Registrations
Financial & Tax Architects, LLC
Previous Registrations
Fisher Investments
Tiaa-Cref Individual & Institutional Services, LLCBroker
Tiaa-Cref Individual & Institutional Services, LLCBroker
State Registrations1 state
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