Sarah Brown
Natural Bridges Financial Advisors · Santa Cruz, California
Sarah Brown is a fee-only financial advisor at Natural Bridges Financial Advisors in Santa Cruz, California, who holds the CFP, CPA and MBA credentials. Sarah charges a flat fee or retainer and an ongoing planning fee (ongoing planning from $12,000 a year) and focuses on retirement planning and tax planning.
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Specialties
Facts
| Firm | Natural Bridges Financial Advisors |
|---|---|
| Based in | Santa Cruz, California |
| Fee model | Flat fee or retainer · Ongoing planning fee |
| Fees (firm's website) | Ongoing planning from $12,000 a year |
| Assets under management | $155.8M across 319 accounts |
| Credentials | CFP · CPA · MBA |
| SEC registration | Investment adviser representative in CA · CRD 7622830 |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | naturalbridgesfa.com |
| Profile |
How Sarah's firm compares
- Ongoing planning starts at $12,000 a year, above the California median of $6,000 for fee-only firms that publish prices.
- Natural Bridges Financial Advisors's average account is about $488,000, from its Form ADV (assets managed divided by 319 accounts).
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Questions about Sarah
Is Sarah Brown a fee-only financial advisor?
Yes. Sarah Brown 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 Sarah's firm.
How does Sarah charge for financial advice?
Sarah charges a flat fee or retainer and an ongoing planning fee.
How much does Sarah charge?
According to Natural Bridges Financial Advisors's website, checked October 28, 2026: ongoing planning from $12,000 a year.
Where is Sarah Brown based?
Sarah Brown is based in Santa Cruz, California.
What does Sarah specialize in?
Sarah's specialties include retirement planning and tax planning.
What credentials does Sarah Brown hold?
Sarah Brown holds the CFP, CPA and MBA credentials.
Is Sarah Brown registered with the SEC?
Yes. Sarah Brown is registered as an investment adviser representative in CA (CRD 7622830), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.
How much does Natural Bridges Financial Advisors manage?
Natural Bridges Financial Advisors reports $155.8M across 319 accounts in assets under management.
How do I contact Sarah Brown?
Through Sarah's website, naturalbridgesfa.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
- Natural Bridges Financial Advisors 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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