John A C.
Sense Financial has been great in the…
Sense Financial has been great in the speed for responding as well as providing excellent information and answers to my questions. I also enjoy their proactive online seminars and video calls.

Sense Financial Services LLC is a boutique financial firm specializing in self-directed retirement accounts with checkbook control. The Solo 401k and Checkbook IRA are viable solutions that allow investment in virtually any asset, including real estate, provide “checkbook control” over a client’s retirement account, and minimize or eliminate custodian fees.
Sense Financial Services LLC (sensefinancial.com) has 129 customer reviews on Five Star Index, with an average rating of 4.9 out of 5.
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Investments & Wealth · Seal Beach, California
Excellent

Investments & Wealth · Irvine, California
Excellent

Investments & Wealth · Calabasas, California
Excellent

Investments & Wealth · Orange, California
Excellent
129 approved reviews, newest moderated first
John A C.
Sense Financial has been great in the speed for responding as well as providing excellent information and answers to my questions. I also enjoy their proactive online seminars and video calls.
Joshua T.
Sense Financial knows how to do business. Although they incorporate plenty of technology into their business, it's a relief to work with a company that doesn't allow that technology to replace their customer service. Their entire team is friendly, knowledgeable, and reliable. I've had the most interactions with Brett, and he is outstanding. This company is a true gem in the business world. I'm thankful to have them in my corner. I highly recommend Sense Financial.
Response from Sense Financial Services LLCOct 12, 2026
Thank you Joshua for your review! We appreciate hearing from you and our team is glad to hear that you've had a positive experience. We will continue to do our best and provide you with only the best service.
Sachin
Easy to get an appointment. Brett was upfront with what he could or could not do. He understood my goals quickly and quickly offered me a referral. No pushing. Very respectful and all in all great use of my time. His referral too was professional, no pushing, he understood my goals and proposed a good solution.
Response from Sense Financial Services LLCOct 12, 2026
We're happy to hear that! We hope to only give you our best service.
Charles J.
As always Sense kept me well informed about upcoming filings and managed the filing for me. Always accurate and informative, Great service.
Response from Sense Financial Services LLCSep 28, 2026
Thank you for the review, Charles! We're here to always give you our best service.
Abdulla M.
I signed up with Dmitriy Fomichenko in 2020 for my self-directed Solo 401(k), and more recently, in 2026, for my self-directed Roth IRA. Over the years, I’ve been extremely satisfied with the service they’ve provided. A special shout-out to Minna Nah, who has been incredibly helpful, responsive, and knowledgeable whenever I’ve needed assistance. The team has consistently been very responsive, and I’m truly grateful for the level of service they provide. I’m also looking forward to the rollout of their self-directed HSA service so I can add that to my accounts as well. Highly recommend!
Response from Sense Financial Services LLCSep 28, 2026
Thank you Abdulla for the kind words! We will do our best to give you our best service.
Julius V.
Brett and the team at Sense Financial set up my solo 401(k) and the process was excellent start to finish. Documents came back quickly and everything was explained clearly. As a CPA, I’m picky about this stuff. They exceeded what I expected. Highly recommend them for anyone looking at a solo 401(k) or SDIRA.
Response from Sense Financial Services LLCSep 28, 2026
Thank you for your review, Julius! We hope to give you only the best service.
Sheila
The assurance of we are fine with where we are,
Response from Sense Financial Services LLCSep 28, 2026
Thank you for the review Sheila!
Jay D.
I have been working with Sense Financial for over 10 years with my Solo 401(k), and Dmitriy and his staff have always been helpful in guiding me through the proper steps for managing my plan. Whenever I have a question, they respond quickly and help me understand what I need to do. That ongoing support has been especially valuable over the years. I wholeheartedly recommend Sense Financial to anyone considering a Solo 401(k) and looking to take greater control of their retirement investing.
Response from Sense Financial Services LLCAug 21, 2026
Thank you so much for your kind words and, especially, for trusting Sense Financial for more than 10 years. We truly appreciate your continued confidence in our team. It’s our goal to provide responsive, knowledgeable support and make managing a Solo 401(k) as straightforward as possible. We’re grateful to have been part of your retirement journey and look forward to continuing to support you for many years to come! — The Sense Financial Team