Sarah Abernathy is a CFA-designated registered investment advisor at Envestnet Retirement Solutions, LLC, based in Ottumwa, IA, with 2 years of industry experience. Sarah operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Retirement Planning. Their firm serves 4,663 clients with $15B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
Ottumwa, IA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Envestnet Retirement Solutions, LLC
State Registrations2 states
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