# Sarah Busch

> Sarah Busch is a fee-only financial advisor at Boldin in Colton, Washington, who holds the CFP credential. Sarah charges a flat fee or retainer and an ongoing planning fee (ongoing planning from $168 a year and one-time plans from $3,200) and focuses on flat-fee planning and retirement planning.

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

## Facts

- **Firm:** Boldin
- **Based in:** Colton, Washington
- **Fee model:** Flat fee or retainer; Ongoing planning fee
- **Fees (firm's website):** ongoing planning from $168 a year; one-time plans from $3,200
- **Accepting new clients:** Yes (firm's website)
- **Credentials:** CFP
- **Specialties:** Flat-fee planning, Retirement planning
- **CRD:** 7489015 (https://adviserinfo.sec.gov/individual/summary/7489015)
- **SEC registration:** Investment adviser representative in TX, WA
- **Exams passed:** Series 65 (2021)
- **Firm size:** 15 employees
- **Disclosures:** None reported
- **Website:** https://www.boldin.com/

## Frequently asked questions

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

Yes, according to SEC records as of October 29, 2026: Sarah holds no broker registration, and Boldin 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 and an ongoing planning fee.

### How much does Sarah charge?

According to Boldin's website, checked October 30, 2026: ongoing planning from $168 a year; one-time plans from $3,200.

### Where is Sarah Busch based?

Sarah Busch is based in Colton, Washington.

### What does Sarah specialize in?

Sarah's specialties include flat-fee planning and retirement planning.

### What credentials does Sarah Busch hold?

Sarah Busch holds the CFP credential.

### Is Sarah Busch registered with the SEC?

Yes. Sarah Busch is registered as an investment adviser representative in TX and WA (CRD 7489015), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How do I contact Sarah Busch?

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

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/7489015): 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.boldin.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.