Sara Klaessy
1834 Investment Advisors · Des Moines, Iowa
Sara Klaessy is a fee-only financial advisor at 1834 Investment Advisors in Des Moines, Iowa. 1834 Investment Advisors reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | 1834 Investment Advisors |
|---|---|
| Based in | Des Moines, Iowa |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $2.20B across 966 accounts |
| SEC registration | Investment adviser representative in IA · CRD 2512808 |
| Exams passed | Series 65 (2025) · Series 66 (2005) |
| Firm size | 45 employees |
| Disclosures | None reported |
| Website | www.1834investmentadvisors.com |
How Sara's firm compares
- 1834 Investment Advisors's average account is about $2.3 million, from its Form ADV (assets managed divided by 966 accounts).
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Questions about Sara
Is Sara Klaessy a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Sara holds no broker registration, and 1834 Investment Advisors 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, 1834 Investment Advisors, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Sara Klaessy based?
Sara Klaessy is based in Des Moines, Iowa.
Is Sara Klaessy registered with the SEC?
Yes. Sara Klaessy is registered as an investment adviser representative in IA (CRD 2512808), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does 1834 Investment Advisors manage?
1834 Investment Advisors reports $2.20B across 966 accounts in assets under management.
How do I contact Sara Klaessy?
Through Sara's website, www.1834investmentadvisors.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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