Sara Reals
Feeney Financial · Leawood, Kansas
Sara Reals is a fee-only financial advisor at Feeney Financial in Leawood, Kansas, who holds the CFP credential. Sara charges a one-time planning fee and focuses on retirement planning.
Request an introduction to Sara →
Specialties
Facts
| Firm | Feeney Financial |
|---|---|
| Based in | Leawood, Kansas |
| Fee model | One-time planning fee |
| Accepting new clients | Yes |
| Assets under management | $123.7M across 329 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in NY · CRD 4615266 |
| Exams passed | Series 63 (2003) · Series 65 (2008) |
| Firm size | 11 employees |
| Disclosures | Reported; see the SEC record |
| Website | www.feenfinancial.com |
How Sara's firm compares
- Feeney Financial's average account is about $376,000, from its Form ADV (assets managed divided by 329 accounts).
Request an introduction to Sara
Tell Sara a little about what you're looking for. Sara isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Sara
Is Sara Reals a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Sara holds no broker registration, and Feeney Financial 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 one-time planning fee.
Where is Sara Reals based?
Sara Reals is based in Leawood, Kansas.
What does Sara specialize in?
Sara's specialties include retirement planning.
What credentials does Sara Reals hold?
Sara Reals holds the CFP credential.
Is Sara Reals registered with the SEC?
Yes. Sara Reals is registered as an investment adviser representative in NY (CRD 4615266), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.
How much does Feeney Financial manage?
Feeney Financial reports $123.7M across 329 accounts in assets under management.
How do I contact Sara Reals?
Through Sara's website, www.feenfinancial.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
- Feeney Financial 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.
See something wrong? Request a correction. Read our methodology.