Sara Ellefsen
Sara Ellefsen is a CFP-designated registered investment advisor at Golden Gate Personal Financial Planning, based in San Francisco, CA, with 21 years of industry experience. Sara 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, Investment Management, and 2 more. Their firm serves 33 clients with $200M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Golden Gate Personal Financial Planning's fee is a flat rate that is tiered based on the complexity of the planning need and client situation. The fees are invoiced quarterly. Fees are negotiable at the advisor's discretion.
Location
235 Montgomery Street, Suite 1156, San Francisco, CA, 94104
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Golden Gate Personal Financial Planning
State Registrations1 state
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