Sarah Graff
RoseCap Financial Advisors · Grand Junction, Colorado
Sarah Graff is a fee-only financial advisor at RoseCap Financial Advisors in Grand Junction, Colorado. Sarah focuses on tax planning. RoseCap Financial Advisors reports charging a percentage of assets on its Form ADV.
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Specialties
Facts
| Firm | RoseCap Financial Advisors |
|---|---|
| Based in | Grand Junction, Colorado |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $527.5M across 746 accounts |
| SEC registration | Investment adviser representative in CO, TX · CRD 7641859 |
| Exams passed | Series 65 (2022) |
| Firm size | 8 employees |
| Disclosures | None reported |
| Website | www.rosecap.com |
| Profile |
How Sarah's firm compares
- RoseCap Financial Advisors's average account is about $707,000, from its Form ADV (assets managed divided by 746 accounts).
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Questions about Sarah
Is Sarah Graff a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Sarah holds no broker registration, and RoseCap Financial 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, RoseCap Financial Advisors, reports charging a percentage of assets on its SEC Form ADV.
Where is Sarah Graff based?
Sarah Graff is based in Grand Junction, Colorado.
What does Sarah specialize in?
Sarah's specialties include tax planning.
Is Sarah Graff registered with the SEC?
Yes. Sarah Graff is registered as an investment adviser representative in CO and TX (CRD 7641859), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does RoseCap Financial Advisors manage?
RoseCap Financial Advisors reports $527.5M across 746 accounts in assets under management.
How do I contact Sarah Graff?
Through Sarah's website, www.rosecap.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
- RoseCap Financial 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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