Sarah Wells is a registered investment advisor at Fee-Only Financial Services LLC, based in Columbia, MO, with 25 years of industry experience. Sarah operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Financial Planning & Coaching, Insurance Planning, Middle Income, and 2 more. Their firm serves 1 clients.
Compensation
Firm Size
IM Fee
Fee Structure
- Hourly consulting — $200 per hour for personal financial planning, investment reviews, retirement projections, and other financial advice on an as-needed basis.
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
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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