# Sara Lovell

> Sara Lovell is a fee-only financial advisor at 21 West Wealth Management in Tustin, California, who holds the CFP credential. Sara focuses on family wealth transfer. 21 West Wealth Management reports charging a percentage of assets on its Form ADV.

Page: https://find.wellspent.co/advisors/sara-lovell/
Built from public directory listings; last checked April 21, 2026.

## Facts

- **Firm:** 21 West Wealth Management
- **Based in:** Tustin, California
- **Fee model (firm's Form ADV):** Percentage of assets
- **Assets under management (firm):** $137.1M across 83 accounts
- **Credentials:** CFP
- **Specialties:** Family wealth transfer
- **Works with:** Multi-generational families
- **CRD:** 5326656 (https://adviserinfo.sec.gov/individual/summary/5326656)
- **SEC registration:** Investment adviser representative in CA, TX
- **Exams passed:** Series 66 (2010)
- **Firm size:** 2 employees
- **Disclosures:** None reported
- **Website:** https://21westwm.com

## Frequently asked questions

### Is Sara Lovell a fee-only financial advisor?

Yes. Sara Lovell is listed in the XY Planning Network directory (XYPN members are fee-only). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Sara's firm.

### How does Sara charge for financial advice?

Sara's firm, 21 West Wealth Management, reports charging a percentage of assets on its SEC Form ADV.

### Where is Sara Lovell based?

Sara Lovell is based in Tustin, California.

### What does Sara specialize in?

Sara's specialties include family wealth transfer. Sara works with multi-generational families.

### What credentials does Sara Lovell hold?

Sara Lovell holds the CFP credential.

### Is Sara Lovell registered with the SEC?

Yes. Sara Lovell is registered as an investment adviser representative in CA and TX (CRD 5326656), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.

### How much does 21 West Wealth Management manage?

21 West Wealth Management reports $137.1M across 83 accounts in assets under management.

### How do I contact Sara Lovell?

Through Sara's website, 21westwm.com.

## Sources

- XY Planning Network directory listing (https://www.xyplanningnetwork.com/find-an-advisor/sara-lovell-10083): XYPN members are fee-only
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 27, 2026
- The firm's website (https://www.21westwm.com/): specialties, clients served, and fees, checked October 28, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.