Sara Amparan
Deters Wealth Management · Gilbert, Arizona
Sara Amparan is a fee-only financial advisor at Deters Wealth Management in Gilbert, Arizona, who holds the CFP credential. Sara charges an ongoing planning fee and focuses on retirement planning, tax planning and estate & legacy planning.
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Specialties
Who they serve
- Retirees
- Pre-retirees
Facts
| Firm | Deters Wealth Management |
|---|---|
| Based in | Gilbert, Arizona |
| Fee model | Ongoing planning fee |
| Accepting new clients | Yes |
| Assets under management | $343.9M across 206 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in AZ, TX · CRD 5713380 |
| Exams passed | Series 63 (2013) · Series 65 (2015) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | www.deterswealthmanagement.com |
How Sara's firm compares
- Deters Wealth Management's average account is about $1.7 million, from its Form ADV (assets managed divided by 206 accounts).
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Questions about Sara
Is Sara Amparan a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Sara holds no broker registration, and Deters Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Sara charge for financial advice?
Sara charges an ongoing planning fee.
Where is Sara Amparan based?
Sara Amparan is based in Gilbert, Arizona.
What does Sara specialize in?
Sara's specialties include retirement planning, tax planning, estate & legacy planning and small business owners. Sara works with retirees and pre-retirees.
What credentials does Sara Amparan hold?
Sara Amparan holds the CFP credential.
Is Sara Amparan registered with the SEC?
Yes. Sara Amparan is registered as an investment adviser representative in AZ and TX (CRD 5713380), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Deters Wealth Management manage?
Deters Wealth Management reports $343.9M across 206 accounts in assets under management.
How do I contact Sara Amparan?
Through Sara's website, www.deterswealthmanagement.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : 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
- Deters Wealth Management website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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