Sara Epperly
Partners in Financial Planning · Salem, Virginia
Sara Epperly is a fee-only financial advisor at Partners in Financial Planning in Salem, Virginia, who holds the CFP credential. Partners in Financial Planning reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Partners in Financial Planning |
|---|---|
| Based in | Salem, Virginia |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $913.6M across 2,774 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in VA · CRD 8234016 |
| Firm size | 14 employees |
| Disclosures | None reported |
| Website | www.partnersinfinancialplanning.com |
How Sara's firm compares
- Partners in Financial Planning's average account is about $329,000, from its Form ADV (assets managed divided by 2,774 accounts).
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Questions about Sara
Is Sara Epperly a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Sara holds no broker registration, and Partners in Financial Planning 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, Partners in Financial Planning, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Sara Epperly based?
Sara Epperly is based in Salem, Virginia.
What credentials does Sara Epperly hold?
Sara Epperly holds the CFP credential.
Is Sara Epperly registered with the SEC?
Yes. Sara Epperly is registered as an investment adviser representative in VA (CRD 8234016), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Partners in Financial Planning manage?
Partners in Financial Planning reports $913.6M across 2,774 accounts in assets under management.
How do I contact Sara Epperly?
Through Sara's website, www.partnersinfinancialplanning.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Salem
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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