Wells Fargo Advisors
47yrs
Top advisor by experience in Irvine
13yrs
Bryce Sagers
Financial advisor at Strategic Advisers
Bryce Sagers is a fiduciary financial advisor in Irvine, California, with 13 years in the industry. After a year at Fidelity Personal and Workplace Advisors and less than a year at RWA Wealth Partners, Bryce joined Strategic Advisers in 2025, a firm offering financial planning, investment management, and selecting outside investment managers. Bryce holds the CFP® designation.
One of 1708 advisors with offices in Irvine, and one of 1570 fiduciaries.
At a glance
Experience13 years (since 2013)
How that compares ?More experience than 70% of advisors at Strategic Advisers
Office2211 Michelson Drive Suites 100 & 120, Irvine, CA 92612
How the firm is paid ?Percent of assets, Flat fee, Other
Typical client at the firm ?$234,793
Advisors at the firm16,992
States licensed ?1 state
Services through Strategic Advisers
Financial planningInvestment management for individuals and small businessesManaging mutual fundsInvestment management for businesses and institutionsChoosing other investment managersEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- Mar 2025 – nowStrategic Advisers LLCCurrent firm
- Jan 2024 – Mar 2025Fidelity Personal and Workplace AdvisorsPreviously
- Nov 2023 – Dec 2023RWA Wealth PartnersPreviously
- Jun 2023 – Nov 2023Polaris Wealth Advisory GroupPreviously
- Sep 2021 – Jun 2023Harrisdirect LLCPreviously
- Mar 2020 – Sep 2021Vanguard Advisers, Inc.Previously
- 2014 – 2020Harrisdirect LLCPreviously
Questions to ask Bryce
Tailored to Bryce’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Bryce
How do I contact Bryce?
Call Strategic Advisers at 617-563-7000 and ask for Bryce Sagers. Bryce works from the Irvine, CA office.
How long has Bryce been a financial advisor?
Bryce has been in the industry since 2013, about 13 years. More experience than 70% of advisors at Strategic Advisers.
What licenses does Bryce hold?
Series 66. Tap any license on this page to see what it allows.
Is Bryce a fiduciary?
Bryce is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Bryce paid?
Strategic Advisers reports being paid by a percentage of the assets they manage, flat or fixed fees, other fees. Ask Bryce for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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