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CFP
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CFP

Sara Schauermann

Copperline Wealth Management & Planning
13 Years of Experience
Cody, WY
Broker
View SEC Summary
View SEC Summary

Sara Schauermann is a CFP-designated registered investment advisor at Copperline Wealth Management & Planning, based in Cody, WY, with 13 years of industry experience. Sara is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Charitable Giving, Education Planning, Estate Planning, High Net Worth, and 4 more. Their firm serves 440 clients with $130M in assets under management.

Copperline Wealth Management & Planning
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
2 advisors
Number of Clients
440 clients
Average Client Portfolio
$288K average
Assets Under Management
$126.6M

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $250K1.25%
$250K - $500K1.20%
$500K - $1.0M1.15%
$1.0M - $2.5M1.10%
$2.5M - $5.0M1.00%
$5M+1.00%

Fees are negotiable for accounts over $5,000,000.

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

Location

1517 Rumsey Avenue, Cody, WY, 82414

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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 Activities

Sara is involved with several DBAs under SMH Group, LLC and provides investment advisory services through Financial Advocates Investment Management, LLC, spending full-time hours on these activities. Sara also has ownership in real estate holding companies, dedicating minimal time to these ventures.

Employment History
Current Registrations
Copperline Wealth Management & Planning
June 2025 - Present · 1 yr 4 mos
LPL Financial LLCBroker
March 2017 - Present · 9 yrs 7 mos
Previous Registrations
Financial Advocates Investment Management
August 2021 - September 2025 · 4 yrs 1 mo
Level Four Advisory Services
February 2018 - August 2021 · 3 yrs 6 mos
Wells Fargo Clearing Services, LLC
January 2015 - March 2017 · 2 yrs 2 mos
Wells Fargo Clearing Services, LLCBroker
August 2013 - March 2017 · 3 yrs 7 mos
J.P. Morgan Securities LLCBroker
March 2013 - May 2013 · 2 mos
State Registrations12 states
AZCACOFLKSLAMNNCNVPATXWY
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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