Sarah Nestingen
Sarah Nestingen is a registered investment advisor at Coppell Advisory Solutions LLC, based in Belmont, NC, with 3 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, Investment Management, Retirement Planning. Their firm serves 9,336 clients with $1.1B 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 | 2.00% |
| $500K - $1.0M | 1.75% |
| $1.0M - $2.5M | 1.50% |
| $2.5M+ | 1.50% |
Fees are negotiable for portfolios over $2,500,000.
Fee Estimator
Location
123 N. Main St., Belmont, NC, 28012
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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 works as an insurance agent marketing insurance and annuity investments through Belmont Capital Advisors since March 2025. She dedicates a few hours per week, during trading hours, to analyzing clients' financial objectives and risk.
Employment History
Current Registrations
Coppell Advisory Solutions LLC
Previous Registrations
Verum Partners LLC
Trinity Wealth Securities, L.L.C.Broker
Florida Financial Advisors, LLC
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.