Sarah Borgonah
Steward · Bryan, Texas
Sarah Borgonah is a fee-only financial advisor at Steward in Bryan, Texas. Steward reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | Steward |
|---|---|
| Based in | Bryan, Texas |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $66.4M across 226 accounts |
| SEC registration | Investment adviser representative in CA, DC, MA, MD, NE, NY, TX · CRD 7569480 |
| Exams passed | Series 65 (2025) |
| Firm size | 4 employees |
| Disclosures | None reported |
| Website | www.oursteward.com |
How Sarah's firm compares
- Steward's average account is about $294,000, from its Form ADV (assets managed divided by 226 accounts).
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Questions about Sarah
Is Sarah Borgonah a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Sarah holds no broker registration, and Steward 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's firm, Steward, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Sarah Borgonah based?
Sarah Borgonah is based in Bryan, Texas.
Is Sarah Borgonah registered with the SEC?
Yes. Sarah Borgonah is registered as an investment adviser representative in CA, DC, MA, MD, NE, NY and TX (CRD 7569480), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Steward manage?
Steward reports $66.4M across 226 accounts in assets under management.
How do I contact Sarah Borgonah?
Through Sarah's website, www.oursteward.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
- 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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