# Carl Bader

> Carl Bader is a fee-only financial advisor at Sanderson Wealth Management in Buffalo, New York. Carl focuses on estate & legacy planning, retirement planning and family wealth transfer. Sanderson Wealth Management reports charging a percentage of assets on its Form ADV.

Page: https://find.wellspent.co/advisors/carl-bader/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Sanderson Wealth Management
- **Based in:** Buffalo, New York
- **Fee model (firm's Form ADV):** Percentage of assets
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $1.43B across 1,755 accounts
- **Specialties:** Estate & legacy planning, Retirement planning, Family wealth transfer, Founders (pre-exit)
- **Works with:** Ultra high net worth, Multi-generational families
- **CRD:** 4522488 (https://adviserinfo.sec.gov/individual/summary/4522488)
- **SEC registration:** Investment adviser representative in NY, TX
- **Firm size:** 19 employees
- **Disclosures:** None reported
- **Website:** https://www.sandersonllc.com

## Frequently asked questions

### Is Carl Bader a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Carl holds no broker registration, and Sanderson Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Carl charge for financial advice?

Carl's firm, Sanderson Wealth Management, reports charging a percentage of assets on its SEC Form ADV.

### Where is Carl Bader based?

Carl Bader is based in Buffalo, New York.

### What does Carl specialize in?

Carl's specialties include estate & legacy planning, retirement planning, family wealth transfer and founders (pre-exit). Carl works with ultra high net worth and multi-generational families.

### Is Carl Bader registered with the SEC?

Yes. Carl Bader is registered as an investment adviser representative in NY and TX (CRD 4522488), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Sanderson Wealth Management manage?

Sanderson Wealth Management reports $1.43B across 1,755 accounts in assets under management.

### How do I contact Carl Bader?

Through Carl's website, www.sandersonllc.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/4522488): the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://www.sandersonllc.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.