# Sara Zuckerman

> Sara Zuckerman is a fee-only financial advisor at Reset Financial Planning LLC in Fort Collins, Colorado, who holds the CDFA, CFP and MBA credentials. Sara charges a flat fee or retainer, an ongoing planning fee and a one-time planning fee (ongoing planning from $10,000 a year and one-time plans from $4,800) and focuses on divorce financial planning, retirement planning and flat-fee planning.

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

## Facts

- **Firm:** Reset Financial Planning LLC
- **Based in:** Fort Collins, Colorado
- **Fee model:** Flat fee or retainer; Ongoing planning fee; One-time planning fee
- **Fees (firm's website):** ongoing planning from $10,000 a year; one-time plans from $4,800
- **Assets under management (firm):** $16.0M across 18 accounts
- **Credentials:** CDFA, CFP, MBA
- **Specialties:** Divorce financial planning, Retirement planning, Flat-fee planning, Tax planning
- **Works with:** Divorced individuals, Mid-life transitions
- **CRD:** 5052295 (https://adviserinfo.sec.gov/individual/summary/5052295)
- **SEC registration:** Investment adviser representative in AZ, CA, CO, TX
- **Exams passed:** Series 66 (2017)
- **Firm size:** 1 employee
- **Disclosures:** None reported
- **Website:** https://resetfp.com

## Frequently asked questions

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

Yes. Sara Zuckerman is listed in the NAPFA directory (NAPFA admits only fee-only advisors). 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 and a one-time planning fee.

### How much does Sara charge?

According to Reset Financial Planning LLC's website, checked October 28, 2026: ongoing planning from $10,000 a year; one-time plans from $4,800.

### Where is Sara Zuckerman based?

Sara Zuckerman is based in Fort Collins, Colorado.

### What does Sara specialize in?

Sara's specialties include divorce financial planning, retirement planning, flat-fee planning and tax planning. Sara works with divorced individuals and mid-life transitions.

### What credentials does Sara Zuckerman hold?

Sara Zuckerman holds the CDFA, CFP and MBA credentials.

### Is Sara Zuckerman registered with the SEC?

Yes. Sara Zuckerman is registered as an investment adviser representative in AZ, CA, CO and TX (CRD 5052295), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.

### How much does Reset Financial Planning LLC manage?

Reset Financial Planning LLC reports $16.0M across 18 accounts in assets under management.

### How do I contact Sara Zuckerman?

Through Sara's website, resetfp.com.

## Sources

- NAPFA directory listing (https://www.napfa.org/find-an-advisor/firm/50170): NAPFA admits only fee-only advisors
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 27, 2026
- The firm's website (https://resetfp.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.