Sarah Fitzgerald
NorthFork Advisors · Bozeman, Montana
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.
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Specialties
Who they serve
- Founders
Facts
| Firm | NorthFork Advisors |
|---|---|
| Based in | Bozeman, Montana |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $107.6M across 477 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in MT · CRD 7463277 |
| Exams passed | Series 65 (2021) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.northforkadvisors.com |
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Questions about Sarah
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.
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
- NorthFork Advisors 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.
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