Sara Blandford
Brave New Wealth · Westlake Village, California
Sara Blandford is a fee-only financial advisor at Brave New Wealth in Westlake Village, California. Brave New Wealth reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Brave New Wealth |
|---|---|
| Based in | Westlake Village, California |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $130.7M across 114 accounts |
| SEC registration | Investment adviser representative in CA · CRD 6581824 |
| Exams passed | Series 63 (2016) · Series 65 (2026) |
| Firm size | 4 employees |
| Disclosures | None reported |
| Website | www.bravenewwealthwm.com |
How Sara's firm compares
- Brave New Wealth's average account is about $1.1 million, from its Form ADV (assets managed divided by 114 accounts).
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Questions about Sara
Is Sara Blandford a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Sara holds no broker registration, and Brave New Wealth 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's firm, Brave New Wealth, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Sara Blandford based?
Sara Blandford is based in Westlake Village, California.
Is Sara Blandford registered with the SEC?
Yes. Sara Blandford is registered as an investment adviser representative in CA (CRD 6581824), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Brave New Wealth manage?
Brave New Wealth reports $130.7M across 114 accounts in assets under management.
How do I contact Sara Blandford?
Through Sara's website, www.bravenewwealthwm.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
- 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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