Sarah Gatens
Gatens Financial · Los Angeles, California
Sarah Gatens is a fee-only financial advisor at Gatens Financial in Los Angeles, California. Gatens Financial reports charging a percentage of assets and hourly fees on its Form ADV.
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Facts
| Firm | Gatens Financial |
|---|---|
| Based in | Los Angeles, California |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Assets under management | $40.8M across 87 accounts |
| SEC registration | Investment adviser representative in CA, IL, TX · CRD 8138802 |
| Exams passed | Series 65 (2025) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.gatensfinancial.com |
How Sarah's firm compares
- Gatens Financial's average account is about $469,000, from its Form ADV (assets managed divided by 87 accounts).
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Questions about Sarah
Is Sarah Gatens a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Sarah holds no broker registration, and Gatens Financial 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, Gatens Financial, reports charging a percentage of assets and hourly fees on its SEC Form ADV.
Where is Sarah Gatens based?
Sarah Gatens is based in Los Angeles, California.
Is Sarah Gatens registered with the SEC?
Yes. Sarah Gatens is registered as an investment adviser representative in CA, IL and TX (CRD 8138802), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Gatens Financial manage?
Gatens Financial reports $40.8M across 87 accounts in assets under management.
How do I contact Sarah Gatens?
Through Sarah's website, www.gatensfinancial.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Los Angeles
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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