Sarah Lane
CLS Financial Advisors · Portland, Oregon
Sarah Lane is a fee-only financial advisor at CLS Financial Advisors in Portland, Oregon, who holds the PFS credential. Sarah charges a percentage of assets and an ongoing planning fee (1.25% a year on the first tier of assets managed) and focuses on tax planning and retirement planning.
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Specialties
Facts
| Firm | CLS Financial Advisors |
|---|---|
| Based in | Portland, Oregon |
| Fee model | Percentage of assets · Ongoing planning fee |
| Fees (firm's website) | 1.25% a year on the first tier of assets managed |
| Assets under management | $192.0M across 329 accounts |
| Credentials | PFS |
| SEC registration | Investment adviser representative in OR · CRD 6898021 |
| Firm size | 5 employees |
| Disclosures | None reported |
| Website | www.clsadvisors.com |
| Profile |
How Sarah's firm compares
- CLS Financial Advisors's average account is about $584,000, from its Form ADV (assets managed divided by 329 accounts).
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Questions about Sarah
Is Sarah Lane a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Sarah holds no broker registration, and CLS Financial Advisors 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 charges a percentage of assets and an ongoing planning fee.
How much does Sarah charge?
According to CLS Financial Advisors's website, checked October 30, 2026: 1.25% a year on the first tier of assets managed.
Where is Sarah Lane based?
Sarah Lane is based in Portland, Oregon.
What does Sarah specialize in?
Sarah's specialties include tax planning and retirement planning.
What credentials does Sarah Lane hold?
Sarah Lane holds the PFS credential.
Is Sarah Lane registered with the SEC?
Yes. Sarah Lane is registered as an investment adviser representative in OR (CRD 6898021), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does CLS Financial Advisors manage?
CLS Financial Advisors reports $192.0M across 329 accounts in assets under management.
How do I contact Sarah Lane?
Through Sarah's website, www.clsadvisors.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
- CLS Financial Advisors 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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