Sara Kappos
Sara Kappos is a CFP-designated registered investment advisor at The Ameriflex Group, based in Plymouth, MA, with 12 years of industry experience. Sara operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Financial Planning & Coaching, and 3 more. Their firm serves 16,688 clients with $9.4B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AmeriFlex offers investment management through various platforms, including Cambridge Managed Account Platform (CMAP) and WealthPort wrap programs. Fees are negotiated by each advisor and are based on a percentage of the market value of assets in the account. Fees are charged monthly or quarterly, in advance or in arrears. Clients may also be responsible for platform fees and internal fund expenses. The fees are negotiable.
Location
36 Cordage Park Circle, Suite 328, Plymouth, MA, 02360
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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
Sara provides college funding solutions and sells fixed insurance products through Romaine Insurance. She also provides referrals to a CPA, spending minimal time on this activity.
Employment History
Current Registrations
The Ameriflex Group
Cambridge Investment Research, INC.Broker
Cambridge Investment Research, INC.
Previous Registrations
Commonwealth Financial Network
Commonwealth Financial NetworkBroker
State Registrations19 states
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