Sara Mongno
Sargent Investment Group · Bethesda, Maryland
Sara Mongno is a fee-only financial advisor at Sargent Investment Group in Bethesda, Maryland. Sara charges a percentage of assets.
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Facts
| Firm | Sargent Investment Group |
|---|---|
| Based in | Bethesda, Maryland |
| Fee model | Percentage of assets |
| Assets under management | $1.48B across 1,381 accounts |
| SEC registration | Investment adviser representative in MD · CRD 7268832 |
| Exams passed | Series 63 (2020) · Series 65 (2026) |
| Firm size | 18 employees |
| Disclosures | None reported |
| Website | www.sargentinvestmentgroup.com |
How Sara's firm compares
- Sargent Investment Group's average account is about $1.1 million, from its Form ADV (assets managed divided by 1,381 accounts).
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Questions about Sara
Is Sara Mongno a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Sara holds no broker registration, and Sargent Investment Group 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 charges a percentage of assets.
Where is Sara Mongno based?
Sara Mongno is based in Bethesda, Maryland.
Is Sara Mongno registered with the SEC?
Yes. Sara Mongno is registered as an investment adviser representative in MD (CRD 7268832), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Sargent Investment Group manage?
Sargent Investment Group reports $1.48B across 1,381 accounts in assets under management.
How do I contact Sara Mongno?
Through Sara's website, www.sargentinvestmentgroup.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Bethesda
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
- Sargent Investment Group website : specialties, clients served, and fees, checked October 30, 2026
- 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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