Sarah Behr
Simplify Financial Planning · San Francisco, California
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.
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Specialties
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 |
| SEC registration | Investment adviser representative in CA · CRD 6187283 |
| Exams passed | Series 66 (2013) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.simplifyfinancial.com |
| Profile |
How Sarah's firm compares
- A one-time plan starts at $1,500, below the California median of $2,500 for fee-only firms that publish prices.
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Questions about Sarah
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.
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
- Simplify Financial Planning 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.
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