Sarah Huang
New Spring Financial Planning · San Ramon, California
Sarah Huang is a fee-only financial advisor at New Spring Financial Planning in San Ramon, California, who holds the CFP credential. New Spring Financial Planning reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | New Spring Financial Planning |
|---|---|
| Based in | San Ramon, California |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $56.5M across 86 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CA, TX · CRD 2579978 |
| Exams passed | Series 63 (1995) · Series 65 (1995) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Profile |
How Sarah's firm compares
- New Spring Financial Planning's average account is about $657,000, from its Form ADV (assets managed divided by 86 accounts).
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Questions about Sarah
Is Sarah Huang a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Sarah holds no broker registration, and New Spring Financial Planning 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, New Spring Financial Planning, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Sarah Huang based?
Sarah Huang is based in San Ramon, California.
What credentials does Sarah Huang hold?
Sarah Huang holds the CFP credential.
Is Sarah Huang registered with the SEC?
Yes. Sarah Huang is registered as an investment adviser representative in CA and TX (CRD 2579978), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does New Spring Financial Planning manage?
New Spring Financial Planning reports $56.5M across 86 accounts in assets under management.
How do I contact Sarah Huang?
Contact details aren't on file yet. Search for New Spring Financial Planning.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in San Ramon
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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