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Sarah Villalobos

Alongside, LLC
26 Years of Experience
Castle Rock, CO
BrokerSells Insurance
View SEC Summary
View SEC Summary

Sarah Villalobos is a CFP-designated registered investment advisor at Alongside, LLC, based in Castle Rock, CO, with 26 years of industry experience. Sarah is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Education Planning, Estate Planning, High Net Worth, and 4 more. Their firm serves 2,122 clients with $880M in assets under management.

Alongside, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
24 advisors
Number of Clients
2,122 clients
Average Client Portfolio
$414K average
Assets Under Management
$878.6M

Fee Structure

Minimum Investment:$25K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.65%

Maximum advisory fee of 1.65%. Fees are negotiable and may vary based on account size, portfolio complexity, and level of activity.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
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Location

509 Wilcox St, Ste 202, Castle Rock, CO, 80104

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Sarah co-owns rental property and is involved in fixed insurance sales, dedicating minimal time to each. She is also a co-owner of VM Wealth Partners, LLC and owner of Estrella, Inc., both entities established to facilitate securities, advisory, and insurance business, each taking minimal time.

Employment History
Current Registrations
Oakwood Capital Securities, INC.
July 2026 - Present · 3 mos
Alongside, LLC
July 2026 - Present · 3 mos
Oakwood Capital Securities, INC.Broker
July 2026 - Present · 3 mos
Previous Registrations
Commonwealth Financial Network
November 2022 - July 2026 · 3 yrs 8 mos
Commonwealth Financial NetworkBroker
November 2022 - July 2026 · 3 yrs 8 mos
Charles Schwab & CO., INC.
May 2004 - December 2022 · 18 yrs 7 mos
Charles Schwab & CO., INC.Broker
August 2000 - December 2022 · 22 yrs 4 mos
State Registrations6 states
CACONYTXVAWY
AdvisorBrokerBoth

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
No exam information available for this advisor.
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