# Sarah Kopesky

> Sarah Kopesky is a fee-only financial advisor at BREAKTHRU Family in Muskego, Wisconsin. Sarah focuses on family wealth transfer and small business owners. BREAKTHRU Family reports charging a percentage of assets and hourly fees on its Form ADV.

Page: https://find.wellspent.co/advisors/sarah-kopesky/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** BREAKTHRU Family
- **Based in:** Muskego, Wisconsin
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly
- **Fees (firm's website):** typically works with clients with $5,000,000 or more
- **Assets under management (firm):** $125.7M across 82 accounts
- **Specialties:** Family wealth transfer, Small business owners
- **Works with:** Founders, Multi-generational families, Ultra high net worth
- **CRD:** 6558816 (https://adviserinfo.sec.gov/individual/summary/6558816)
- **SEC registration:** Investment adviser representative in WI
- **Exams passed:** Series 63 (2016), Series 65 (2016)
- **Firm size:** 4 employees
- **Disclosures:** None reported
- **Website:** https://breakthrufamily.com/

## Frequently asked questions

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

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

### How much does Sarah charge?

According to BREAKTHRU Family's website, checked October 30, 2026: typically works with clients with $5,000,000 or more.

### Where is Sarah Kopesky based?

Sarah Kopesky is based in Muskego, Wisconsin.

### What does Sarah specialize in?

Sarah's specialties include family wealth transfer and small business owners. Sarah works with founders, multi-generational families and ultra high net worth.

### Is Sarah Kopesky registered with the SEC?

Yes. Sarah Kopesky is registered as an investment adviser representative in WI (CRD 6558816), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does BREAKTHRU Family manage?

BREAKTHRU Family reports $125.7M across 82 accounts in assets under management.

### How do I contact Sarah Kopesky?

Through Sarah's website, breakthrufamily.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/6558816): 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 and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://breakthrufamily.com/): specialties, clients served, and fees, checked October 30, 2026

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