Sarah Kenda
Sarah Kenda is a registered investment advisor at Financial Strategies Retirement Partners, based in Bedford, NH, with 23 years of industry experience. Sarah operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 4 more.
Compensation
Firm Size
IM Fee
Fee Structure
Financial Strategies Retirement Partners offers financial planning services on an hourly and fixed fee basis. The minimum hourly fee is $250. Fixed fees range from $1,000 to $20,000, depending on the complexity of your situation, time spent, research required, and staff resources. Typically, one-fourth to one-half of the fixed fee is due upfront, with the balance due upon completion of the project.
Location
3 Executive Park Drive, Suite 101 & 205, Bedford, NH, 03110
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Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Sarah co-owns a private entity established to facilitate securities, advisory, and insurance business, and is an Investment Adviser Representative of Financial Strategies Retirement Partners. She also sells fixed insurance, dedicating minimal time to each of these activities.
Employment History
Current Registrations
Financial Strategies Retirement Partners
Commonwealth Financial Network
Commonwealth Financial NetworkBroker
Previous Registrations
Salient Capital L.P.Broker
Foreside Fund Services, LLCBroker
Alps Distributors, INC.Broker
Quasar Distributors, LLCBroker
Federated Investment Counseling
Federated Securities CORP.Broker
State Registrations8 states
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.