Sarah Kovalakides
Tepp Wealth Management · Westfield, New Jersey
Sarah Kovalakides is a fee-only financial advisor at Tepp Wealth Management in Westfield, New Jersey. Sarah focuses on estate & legacy planning, tax planning and retirement planning. Tepp Wealth Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Who they serve
- Retirees
- Pre-retirees
- Executives
Facts
| Firm | Tepp Wealth Management |
|---|---|
| Based in | Westfield, New Jersey |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $195.7M across 150 accounts |
| SEC registration | Investment adviser representative in NJ · CRD 8178668 |
| Exams passed | Series 65 (2025) |
| Firm size | 6 employees |
| Disclosures | None reported |
| Website | www.teppwealth.com |
| Profile |
How Sarah's firm compares
- Tepp Wealth Management's average account is about $1.3 million, from its Form ADV (assets managed divided by 150 accounts).
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Questions about Sarah
Is Sarah Kovalakides a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Sarah holds no broker registration, and Tepp Wealth Management 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, Tepp Wealth Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Sarah Kovalakides based?
Sarah Kovalakides is based in Westfield, New Jersey.
What does Sarah specialize in?
Sarah's specialties include estate & legacy planning, tax planning and retirement planning. Sarah works with retirees, pre-retirees and executives.
Is Sarah Kovalakides registered with the SEC?
Yes. Sarah Kovalakides is registered as an investment adviser representative in NJ (CRD 8178668), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Tepp Wealth Management manage?
Tepp Wealth Management reports $195.7M across 150 accounts in assets under management.
How do I contact Sarah Kovalakides?
Through Sarah's website, www.teppwealth.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
- Tepp Wealth Management 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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