Sara Zuckerman
Reset Financial Planning LLC · Fort Collins, Colorado
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.
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Specialties
Who they serve
- Divorced individuals
- Mid-life transitions
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 | $16.0M across 18 accounts |
| Credentials | CDFA · CFP · MBA |
| SEC registration | Investment adviser representative in AZ, CA, CO, TX · CRD 5052295 |
| Exams passed | Series 66 (2017) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | resetfp.com |
How Sara's firm compares
- Ongoing planning starts at $10,000 a year, above the Colorado median of $6,000 for fee-only firms that publish prices.
- A one-time plan starts at $4,800, above the Colorado median of $2,500 for fee-only firms that publish prices.
- Reset Financial Planning LLC's average account is about $890,000, from its Form ADV (assets managed divided by 18 accounts).
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Questions about Sara
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.
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
- Reset Financial Planning 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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