Sarah Kang
UAK Diversified Wealth Advisors · Minnetonka, Minnesota
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.
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Specialties
Who they serve
- Retirees
- Pre-retirees
- Executives
- Founders
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 | $122.7M across 550 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in MN · CRD 7249599 |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | uakdiversified.com |
| Profile |
How Sarah's firm compares
- UAK Diversified Wealth Advisors's average account is about $223,000, from its Form ADV (assets managed divided by 550 accounts).
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Questions about Sarah
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Minnetonka
Other advisors in Minnesota who focus on retirement planning
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- UAK Diversified Wealth Advisors website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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