Sarah Brown is a CFP-designated registered investment advisor at Natural Bridges Financial Advisors, based in Santa Cruz, CA, with 1 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, Education Planning, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 80 clients with $160M in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Natural Bridges Financial Advisors offers comprehensive financial planning for a fixed annual fee ranging from $12,000 to $50,000, payable quarterly. This includes scheduled meetings and consultations throughout the year covering various financial topics.
Contact
Sarah Brown
Location
627 Center Street, Santa Cruz, CA, 95060
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Natural Bridges Financial Advisors
State Registrations1 state
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Additional Information
If you're like most people, you have several pieces of your financial plan in place - you pay taxes, invest in the market, have some insurance, and maybe have an estate and retirement plan. However, it's likely that each of these pieces was developed independently and at different times of your life. It's also likely that you've never had all the pieces reviewed by someone who wasn't trying to sell you something. Is it any surprise that you wonder whether you're on the right path and making the best possible progress? Natural Bridges Financial Advisors can help you address those concerns. Working together, we can reduce your financial worry and build for you a more secure, enjoyable future.