# Sarah Kang

> Sarah Kang is a fee-only financial advisor at UAK Diversified Wealth Advisors in Minnetonka, Minnesota, who holds the CFP credential. Sarah charges a percentage of assets, a flat fee or retainer and a one-time planning fee and focuses on retirement planning, retirement with concentrated positions and estate & legacy planning.

Page: https://find.wellspent.co/advisors/sarah-kang/
Built from public directory listings; last checked April 21, 2026.

## Facts

- **Firm:** UAK Diversified Wealth Advisors
- **Based in:** Minnetonka, Minnesota
- **Fee model:** Percentage of assets; Flat fee or retainer; One-time planning fee
- **Assets under management (firm):** $122.7M across 550 accounts
- **Credentials:** CFP
- **Specialties:** Retirement planning, Retirement with concentrated positions, Estate & legacy planning, Tax planning, Small business owners, Family wealth transfer
- **Works with:** Retirees, Pre-retirees, Executives, Founders
- **CRD:** 7249599 (https://adviserinfo.sec.gov/individual/summary/7249599)
- **SEC registration:** Investment adviser representative in MN
- **Firm size:** 3 employees
- **Disclosures:** None reported
- **Website:** http://uakdiversified.com

## Frequently asked questions

### Is Sarah Kang a fee-only financial advisor?

Yes. Sarah Kang is listed in the NAPFA directory (NAPFA admits only fee-only advisors). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Sarah's firm.

### How does Sarah charge for financial advice?

Sarah charges a percentage of assets, a flat fee or retainer and a one-time planning fee.

### Where is Sarah Kang based?

Sarah Kang is based in Minnetonka, Minnesota.

### What does Sarah specialize in?

Sarah's specialties include retirement planning, retirement with concentrated positions, estate & legacy planning, tax planning, small business owners and family wealth transfer. Sarah works with retirees, pre-retirees, executives and founders.

### What credentials does Sarah Kang hold?

Sarah Kang holds the CFP credential.

### Is Sarah Kang registered with the SEC?

Yes. Sarah Kang is registered as an investment adviser representative in MN (CRD 7249599), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.

### How much does UAK Diversified Wealth Advisors manage?

UAK Diversified Wealth Advisors reports $122.7M across 550 accounts in assets under management.

### How do I contact Sarah Kang?

Through Sarah's website, uakdiversified.com.

## Sources

- NAPFA directory listing (https://www.napfa.org/find-an-advisor/firm/45890): NAPFA admits only fee-only advisors
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 27, 2026
- The firm's website (https://uakdiversified.com/): specialties, clients served, and fees, checked October 28, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.