Sarah Behr is a registered investment advisor at Simplify Financial Planning, based in San Francisco, CA, with 11 years of industry experience. Sarah operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Retirement Planning. Their firm serves 145 clients.
Compensation
Firm Size
IM Fee
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
San Francisco, CA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Simplify Financial Planning
Previous Registrations
Wells Fargo Clearing Services, LLCBroker
Wells Fargo Clearing Services, LLC
Credit Suisse Securities (USA) LLC
Credit Suisse Securities (USA) LLCBroker
UBS Financial Services INC.
UBS Financial Services INC.Broker
State Registrations1 state
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