Sara Jean Veatch
Oakworth Asset Management · Charlotte, North Carolina
Sara Jean Veatch is a fee-only financial advisor at Oakworth Asset Management in Charlotte, North Carolina, who holds the CFP credential. Oakworth Asset Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Oakworth Asset Management |
|---|---|
| Based in | Charlotte, North Carolina |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $846.3M across 746 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in NC · CRD 5408258 |
| Exams passed | Series 66 (2009) |
| Firm size | 20 employees |
| Disclosures | None reported |
| Website | oakworth.com/oakworth-asset-management/advisory-services |
How Sara Jean's firm compares
- Oakworth Asset Management's average account is about $1.1 million, from its Form ADV (assets managed divided by 746 accounts).
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Questions about Sara Jean
Is Sara Jean Veatch a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Sara Jean holds no broker registration, and Oakworth Asset Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Sara Jean charge for financial advice?
Sara Jean's firm, Oakworth Asset Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Sara Jean Veatch based?
Sara Jean Veatch is based in Charlotte, North Carolina.
What credentials does Sara Jean Veatch hold?
Sara Jean Veatch holds the CFP credential.
Is Sara Jean Veatch registered with the SEC?
Yes. Sara Jean Veatch is registered as an investment adviser representative in NC (CRD 5408258), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Oakworth Asset Management manage?
Oakworth Asset Management reports $846.3M across 746 accounts in assets under management.
How do I contact Sara Jean Veatch?
Through Sara Jean's website, oakworth.com/oakworth-asset-management/advisory-services.
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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