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Sarah Bevins

Money Concepts Advisory Service
22 Years of Experience
Bremerton, WA
1 DisclosureBroker
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Sarah Bevins is a registered investment advisor at Money Concepts Advisory Service, based in Bremerton, WA, with 22 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 Annuities, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 17,032 clients with $4.1B in assets under management.

Money Concepts Advisory Service
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
395 advisors
Number of Clients
17,032 clients
Average Client Portfolio
$239K average
Assets Under Management
$4.1B

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Minimum Annual Fee:$250
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M1.30%
$1.0M - $3.0M1.00%
$3.0M - $5.0M0.90%
$5.0M - $10.0M0.75%
$10M+0.60%

Fees vary by program. Standard Guided Portfolio Solutions program typically charges 2.5% annually. Pension and MAP programs use tiered schedules ranging from 1.30% down to 0.60% annually.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

Bremerton, WA

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History

Regulatory History (1)
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Criminal
April 1997
Final Disposition
View Full SEC ReportHow to Read Disclosures
Other Business Activities

Sarah is an employee of NorthPoint Tax, Wealth & Business Advisory, LLP, dedicating 100% of her time to this role since 2020. This activity is investment-related.

Employment History
Current Registrations
Money Concepts Advisory Service
September 2020 - Present · 6 yrs 1 mo
Money Concepts Capital CORPBroker
September 2020 - Present · 6 yrs 1 mo
Previous Registrations
Cetera Advisor Networks LLCBroker
November 2017 - August 2020 · 2 yrs 9 mos
Bw & Associates, INC.
July 2015 - August 2020 · 5 yrs 1 mo
Girard Securities, INC.Broker
June 2015 - November 2017 · 2 yrs 5 mos
LPL Financial LLC
June 2010 - February 2015 · 4 yrs 8 mos
LPL Financial LLCBroker
June 2010 - February 2015 · 4 yrs 8 mos
Citigroup Global Markets INC.Broker
January 2008 - May 2009 · 1 yr 4 mos
Citigroup Global Markets INC.
January 2008 - May 2009 · 1 yr 4 mos
UBS Financial Services INC.
September 2006 - January 2008 · 1 yr 4 mos
UBS Financial Services INC.Broker
September 2006 - January 2008 · 1 yr 4 mos
Citigroup Global Markets INC.
September 2004 - September 2006 · 2 yrs
Citigroup Global Markets INC.Broker
September 2004 - September 2006 · 2 yrs
UBS Financial Services INC.
August 2002 - September 2004 · 2 yrs 1 mo
UBS Financial Services INC.Broker
July 2002 - September 2004 · 2 yrs 2 mos
State Registrations2 states
CAWA
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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