Sarah Brooke
Sittner & Nelson · Eugene, Oregon
Sarah Brooke is a fee-only financial advisor at Sittner & Nelson in Eugene, Oregon, who holds the CFP credential. Sittner & Nelson reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
Request an introduction to Sarah →
Facts
| Firm | Sittner & Nelson |
|---|---|
| Based in | Eugene, Oregon |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $1.05B across 1,506 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in OR, TX · CRD 5259315 |
| Exams passed | Series 66 (2007) |
| Firm size | 6 employees |
| Disclosures | None reported |
| Website | sittnerandnelson.com |
How Sarah's firm compares
- Sittner & Nelson's average account is about $696,000, from its Form ADV (assets managed divided by 1,506 accounts).
Request an introduction to Sarah
Tell Sarah a little about what you're looking for. Sarah isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Sarah
Is Sarah Brooke a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Sarah holds no broker registration, and Sittner & Nelson 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, Sittner & Nelson, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Sarah Brooke based?
Sarah Brooke is based in Eugene, Oregon.
What credentials does Sarah Brooke hold?
Sarah Brooke holds the CFP credential.
Is Sarah Brooke registered with the SEC?
Yes. Sarah Brooke is registered as an investment adviser representative in OR and TX (CRD 5259315), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Sittner & Nelson manage?
Sittner & Nelson reports $1.05B across 1,506 accounts in assets under management.
How do I contact Sarah Brooke?
Through Sarah's website, sittnerandnelson.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.
See something wrong? Request a correction. Read our methodology.