Sarah Busch
Boldin · Colton, Washington
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.
Request an introduction to Sarah →
Specialties
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 |
| Credentials | CFP |
| SEC registration | Investment adviser representative in TX, WA · CRD 7489015 |
| Exams passed | Series 65 (2021) |
| Firm size | 15 employees |
| Disclosures | None reported |
| Website | www.boldin.com |
How Sarah's firm compares
- Ongoing planning starts at $168 a year, below the Washington median of $4,500 for fee-only firms that publish prices.
- A one-time plan starts at $3,200, in line with the Washington median of $3,000 for fee-only firms that publish prices.
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 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.
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
- Boldin 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.
See something wrong? Request a correction. Read our methodology.