Sara Young
Live and Give Financial LLC · Cincinnati, Ohio
Sara Young is a fee-only financial advisor at Live and Give Financial LLC in Cincinnati, Ohio, who holds the CFP credential. Sara charges a flat fee or retainer, an ongoing planning fee, a one-time planning fee and hourly fees (ongoing planning from $5,000 a year and one-time plans from $475) and focuses on flat-fee planning, physicians & residents and student loans.
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Specialties
Who they serve
- Physicians
Facts
| Firm | Live and Give Financial LLC |
|---|---|
| Based in | Cincinnati, Ohio |
| Fee model | Flat fee or retainer · Ongoing planning fee · One-time planning fee · Hourly |
| Fees (firm's website) | Ongoing planning from $5,000 a year · One-time plans from $475 · No asset minimum |
| Works virtually | Yes |
| Accepting new clients | Yes |
| Assets under management | $438K across 10 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in OH, TX · CRD 7290529 |
| Exams passed | Series 65 (2020) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | liveandgivefinancial.com |
| Profile |
How Sara's firm compares
- Ongoing planning starts at $5,000 a year, above the Ohio median of $3,000 for fee-only firms that publish prices.
- A one-time plan starts at $475, below the Ohio median of $1,500 for fee-only firms that publish prices.
- Live and Give Financial LLC's average account is about $44,000, from its Form ADV (assets managed divided by 10 accounts).
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Questions about Sara
Is Sara Young a fee-only financial advisor?
Yes. Sara Young is listed in the NAPFA directory (NAPFA admits only fee-only advisors) and 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 charges a flat fee or retainer, an ongoing planning fee, a one-time planning fee and hourly fees.
How much does Sara charge?
According to Live and Give Financial LLC's website, checked October 28, 2026: ongoing planning from $5,000 a year; one-time plans from $475; no asset minimum.
Does Sara work with clients virtually?
Yes. Live and Give Financial LLC says on its website that it works with clients remotely.
Where is Sara Young based?
Sara Young is based in Cincinnati, Ohio.
What does Sara specialize in?
Sara's specialties include flat-fee planning, physicians & residents, student loans, tax planning and estate & legacy planning. Sara works with physicians.
What credentials does Sara Young hold?
Sara Young holds the CFP credential.
Is Sara Young registered with the SEC?
Yes. Sara Young is registered as an investment adviser representative in OH and TX (CRD 7290529), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.
How much does Live and Give Financial LLC manage?
Live and Give Financial LLC reports $438K across 10 accounts in assets under management.
How do I contact Sara Young?
Through Sara's website, liveandgivefinancial.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- XY Planning Network directory listing : XYPN members are fee-only
- Live and Give Financial LLC website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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