Sarah Brooke is a CFP-designated registered investment advisor at Sittner & Nelson, LLC, based in Eugene, OR, with 18 years of industry experience. Sarah operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 2 more. Their firm serves 469 clients with $900M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Sittner & Nelson's wealth management fees are based on a percentage of your portfolio's value, ranging from 0.55% to 0.95% per year. The specific fee is determined by your asset level, income, relationships with other clients, expected use of independent managers, and scope of financial planning services. Fixed fees may apply to certain accounts like 529 plans. Fees are calculated and payable quarterly in advance.
Location
497 Oakway Road, Suite 300, Eugene, OR, 97401
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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 is a finance committee member at Coburg Community Charter School, dedicating minimal time. She also works as an insurance agent, spending a few hours per week on insurance sales.
Employment History
Current Registrations
Sittner & Nelson, LLC
Previous Registrations
Roehl & Sittner Investment Advisors LLC
Kms Financial Services, INC
Kms Financial Services, INC.Broker
State Registrations2 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.