# Sentient Financial

Sentient Financial is a Venture Capital based in Laguna Niguel, United States.

## Overview

- **Organization type:** Venture Capital
- **Headquarters:** Laguna Niguel, United States
- **Region:** Europe
- **Address:** 28202 Cabot Road, Suite 300, Laguna Niguel, CA 92677, United States
- **Founded:** 2022
- **Assets under management:** Undisclosed
- **Website:** sentientfinancialllc.com
- **LinkedIn:** https://www.linkedin.com/company/sentientventures

## Regulatory record

- **Reports private funds:** No

## About

Fee-only fiduciary financial advisor specializing in retirement income and tax planning for professionals 5–10 years from retirement. Serving Laguna Niguel and Orange County families.

## People

- Patrick Thompson — Founder, Accredited Wealth Management Advisor

## Questions

### Who runs investment decisions at Sentient Financial?

Founder Patrick Thompson, an Accredited Wealth Management Advisor, sets and executes all investment and planning strategy. The firm identifies as a solo-practitioner structure, meaning every portfolio decision — from asset allocation to withdrawal sequencing — flows through a single named advisor, with no investment committee or external sub-advisor named in public materials.

### How does the firm earn compensation — fees, commissions, or both?

The firm operates on a fee-only basis. Its own materials state it accepts no commissions, sells no proprietary products, and takes no outside incentives. Thompson holds a California insurance license (as disclosed on the firm’s contact page), but the advisory model is marketed as fully fiduciary and fee-only, meaning compensation comes directly from client-paid advisory fees.

### Which accounts does Sentient Financial manage or advise on?

The firm’s service model spans 401(k)s, IRAs, Roth accounts, brokerage accounts, and SEP-IRA plans for self-employed professionals. The planning process also addresses Social Security timing and required minimum distributions. There is no public indication of pooled-vehicle management or alternative-asset sourcing.

### Does Sentient Financial manage institutional capital or only individual client accounts?

All public positioning and disclosure targets individual households. No institutional mandates, pooled funds, private-equity allocations, or outsourced-chief-investment-officer engagements appear in the firm’s self-description. The practice is built entirely around personal retirement-income planning for clients approaching or entering retirement.

## Related profiles

- [Senseii Ventures](https://altss.com/profile/senseii-ventures)
- [Seoul Partners](https://altss.com/profile/seoul-partners)

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Last updated: 2026-06-03T20:00:00.000Z

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