Sarah Ponder is a CFP-designated registered investment advisor at Real Wealth Planning, based in Sunset Valley, TX, with 9 years of industry experience. Sarah operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, Investment Management, and 5 more. Their firm serves 38 clients with $24M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.00% |
| $1.0M - $3.0M | 0.80% |
| $3.0M - $5.0M | 0.60% |
| $5.0M - $10.0M | 0.40% |
| $10M+ | 0.40% |
Fee Estimator
Contact
Sarah Ponder
Location
Sunset Valley, TX
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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 Activities
Sarah owns Fiduciary Financial Education, LLC, a financial education company, since 2020. She spends minimal time on this non-investment related activity.
Employment History
Current Registrations
Real Wealth Planning
Previous Registrations
Dimensional Fund Advisors LP
Dfa Securities LLCBroker
State Registrations1 state
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.