Sarah Wells is a CFP-designated registered investment advisor at Fee-Only Financial Services LLC, based in Columbia, MO, with 24 years of industry experience. Sarah operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Insurance Planning, Retirement Planning, Tax Planning. Their firm serves 1 clients.
Compensation
Firm Size
IM Fee
Fee Structure
- Personal Financial Planning: New Plans, Check-Ups, Second Opinions
- Budgets
- Asset Allocation “Blueprints”
- Investment Reviews
- Retirement Planning Strategies
- Cash Flow Spending Plan
- College Funding Advice
- Retirement Projections
- Retirement Planning
- Tax Minimization Plan
- Home Purchase/Refinancing Analysis
- Debt Management
- Evaluation of Investment Properties
- Life and Disability Insurance Needs Analysis
Location
Columbia, MO
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Sarah holds an inactive Real Estate Broker's license in Missouri for personal transactions only and is not used for financial planning clients. She also works full-time as an assistant professor, teacher, and advisor at Columbia College since 1983.
Employment History
Current Registrations
Fee-Only Financial Services LLC
State Registrations1 state
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