Areas of Practice
Financial Planning & CoachingRetirement PlanningInsurance PlanningEstate Planning
Compensation
Fixed/Hourly
Firm Size
23 advisors
Number of Clients
36 clients
Average Client Portfolio
Not specified
Fee Structure
Ongoing Financial Planning Services are offered for a flat fee ranging from $100 to $3,000 per quarter. Fees are negotiable.
The Plan Services are rendered for a flat fee that is generally less than $10,000.
Annual Retainer:$400 - $12,000/year
One-Time Plan:Up to $10,000
Hourly Rate:Up to $500/hr
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Contact
Sara Marianne Richart Young
Location
Cincinnati, OH
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Regulatory History
Clean regulatory record
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
Sara owns Queen City Rents, a long-term single-family real estate rental business, since 2012. She spends minimal time on general management tasks such as collecting rents and handling tenant requests.
Employment History
Current Registrations
Nectarine
April 2024 - Present · 1 yr 10 mos
Live and Give Financial
October 2023 - Present · 2 yrs 4 mos
Previous Registrations
Foster & Motley INC
December 2020 - September 2023 · 2 yrs 9 mos
State Registrations2 states
OHTX
Advisor
Exams
No exam information available for this advisor.
Contact
Sara Marianne Richart Young