Sarah Gassert
Equity Management Group · Santa Rosa Valley, California
Sarah Gassert is a fee-only financial advisor at Equity Management Group in Santa Rosa Valley, California. Equity Management Group reports charging a percentage of assets on its Form ADV.
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Facts
| Firm | Equity Management Group |
|---|---|
| Based in | Santa Rosa Valley, California |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $67.3M across 88 accounts |
| SEC registration | Investment adviser representative in CA · CRD 8132043 |
| Exams passed | Series 65 (2025) |
| Firm size | 3 employees |
| Disclosures | None reported |
How Sarah's firm compares
- Equity Management Group's average account is about $764,000, from its Form ADV (assets managed divided by 88 accounts).
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Questions about Sarah
Is Sarah Gassert a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Sarah holds no broker registration, and Equity Management Group 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, Equity Management Group, reports charging a percentage of assets on its SEC Form ADV.
Where is Sarah Gassert based?
Sarah Gassert is based in Santa Rosa Valley, California.
Is Sarah Gassert registered with the SEC?
Yes. Sarah Gassert is registered as an investment adviser representative in CA (CRD 8132043), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Equity Management Group manage?
Equity Management Group reports $67.3M across 88 accounts in assets under management.
How do I contact Sarah Gassert?
Contact details aren't on file yet. Search for Equity Management Group.
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
- 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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