# Sarah Behr

> Sarah Behr is a fee-only financial advisor at Simplify Financial Planning in San Francisco, California. Sarah charges a flat fee or retainer, a one-time planning fee and hourly fees (one-time plans from $1,500) and focuses on flat-fee planning and equity compensation.

Page: https://find.wellspent.co/advisors/sarah-behr/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Simplify Financial Planning
- **Based in:** San Francisco, California
- **Fee model:** Flat fee or retainer; One-time planning fee; Hourly
- **Fees (firm's website):** one-time plans from $1,500
- **Specialties:** Flat-fee planning, Equity compensation
- **CRD:** 6187283 (https://adviserinfo.sec.gov/individual/summary/6187283)
- **SEC registration:** Investment adviser representative in CA
- **Exams passed:** Series 66 (2013)
- **Firm size:** 1 employee
- **Disclosures:** None reported
- **Website:** http://www.simplifyfinancial.com

## Frequently asked questions

### Is Sarah Behr a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Sarah holds no broker registration, and Simplify Financial Planning reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Sarah charge for financial advice?

Sarah charges a flat fee or retainer, a one-time planning fee and hourly fees.

### How much does Sarah charge?

According to Simplify Financial Planning's website, checked October 30, 2026: one-time plans from $1,500.

### Where is Sarah Behr based?

Sarah Behr is based in San Francisco, California.

### What does Sarah specialize in?

Sarah's specialties include flat-fee planning and equity compensation.

### Is Sarah Behr registered with the SEC?

Yes. Sarah Behr is registered as an investment adviser representative in CA (CRD 6187283), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How do I contact Sarah Behr?

Through Sarah's website, www.simplifyfinancial.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/6187283): 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
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://www.simplifyfinancial.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.