SAS Financial Advisors, LLC.
SEC RegisteredPersonalized Financial Planning Starts Here
About the firm
SAS Financial Advisors is a boutique, fee-only financial planning and investment management firm committed to helping individuals, families, and professionals make confident, informed decisions about their financial future. They operate with a fiduciary commitment and a planning-first approach that covers the entire financial picture.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Fee-only financial planning and investment management, including budgeting, debt management, tax strategies, retirement planning, investment planning, tax-smart strategies, and education funding.
Who they serve
Individuals, families, and professionals at every stage of life, including those just starting out, preparing for retirement, or navigating key financial decisions.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 111 | $36M |
| High Net Worth Individuals | 49 | $131M |
| State/Municipal Entities | 1 | — |
Leadership
Office locations
Advisors at this firm
5 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| Up to $1,000,000 | 0.85% |
| $1,000,000 to $4,999,999 | 0.60% |
| Over $5,000,000 | 0.50% |
Data as of March 20, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. SAS Financial Advisors, LLC. has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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