Sarah Gutierrez is a CFP-designated registered investment advisor at Aptus Financial, LLC, based in Little Rock, AR, with 10 years of industry experience. Sarah operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Aptus Financial does not manage client investments. Instead, Aptus provides investment advisory services to do-it-yourself investors. Aptus will educate clients about potential low-cost index funds and/or exchange-traded funds (ETFs) that are designed to help the clients capture market returns.
Location
Little Rock, AR
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Sarah is a 50% owner of Club 27, a salsa dancing and event venue, spending minimal time on it. She also serves on the Board of Directors for WEHCO Media, a publishing and cable company, dedicating minimal time to this role as well.
Employment History
Current Registrations
Aptus Financial, LLC
State Registrations2 states
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.