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Advisor

Sarah Green

Farm Girl Capital · Albany, California

Sarah Green is a fee-only financial advisor at Farm Girl Capital in Albany, California, who holds the CFP credential. Sarah focuses on sustainable & impact investing and retirement planning. Farm Girl Capital reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Percentage of assetsHourlyFixed fees Fee-only CFP

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Specialties

Facts

FirmFarm Girl Capital
Based in Albany, California
Fee model (firm's Form ADV)Percentage of assets · Hourly · Fixed fees
Assets under management$20.4M across 118 accounts
CredentialsCFP
SEC registration Investment adviser representative in CA · CRD 5487899
Exams passedSeries 63 (2009) · Series 65 (2004)
Firm size1 employee
Disclosures None reported
Websitefarmgirlcapital.com
LinkedInProfile

How Sarah's firm compares

  • Farm Girl Capital's average account is about $173,000, from its Form ADV (assets managed divided by 118 accounts).

What fee-only advisors charge in California

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Questions about Sarah

Is Sarah Green a fee-only financial advisor?

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

Where is Sarah Green based?

Sarah Green is based in Albany, California.

What does Sarah specialize in?

Sarah's specialties include sustainable & impact investing and retirement planning.

What credentials does Sarah Green hold?

Sarah Green holds the CFP credential.

Is Sarah Green registered with the SEC?

Yes. Sarah Green is registered as an investment adviser representative in CA (CRD 5487899), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

How much does Farm Girl Capital manage?

Farm Girl Capital reports $20.4M across 118 accounts in assets under management.

How do I contact Sarah Green?

Through Sarah's website, farmgirlcapital.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
  • Farm Girl Capital 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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