# Sarah Fitzgerald

> Sarah Fitzgerald is a fee-only financial advisor at NorthFork Advisors in Bozeman, Montana, who holds the CFP credential. Sarah focuses on sustainable & impact investing, retirement planning and family wealth transfer. NorthFork Advisors reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

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

## Facts

- **Firm:** NorthFork Advisors
- **Based in:** Bozeman, Montana
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $107.6M across 477 accounts
- **Credentials:** CFP
- **Specialties:** Sustainable & impact investing, Retirement planning, Family wealth transfer, Divorce financial planning, Small business owners
- **Works with:** Founders
- **CRD:** 7463277 (https://adviserinfo.sec.gov/individual/summary/7463277)
- **SEC registration:** Investment adviser representative in MT
- **Exams passed:** Series 65 (2021)
- **Firm size:** 2 employees
- **Disclosures:** None reported
- **Website:** https://www.northforkadvisors.com

## Frequently asked questions

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

Yes, according to SEC records as of October 29, 2026: Sarah holds no broker registration, and NorthFork Advisors 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, NorthFork Advisors, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Sarah Fitzgerald based?

Sarah Fitzgerald is based in Bozeman, Montana.

### What does Sarah specialize in?

Sarah's specialties include sustainable & impact investing, retirement planning, family wealth transfer, divorce financial planning and small business owners. Sarah works with founders.

### What credentials does Sarah Fitzgerald hold?

Sarah Fitzgerald holds the CFP credential.

### Is Sarah Fitzgerald registered with the SEC?

Yes. Sarah Fitzgerald is registered as an investment adviser representative in MT (CRD 7463277), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does NorthFork Advisors manage?

NorthFork Advisors reports $107.6M across 477 accounts in assets under management.

### How do I contact Sarah Fitzgerald?

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

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/7463277): 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.northforkadvisors.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.