# Sarah Lassberg

> Sarah Lassberg is a fee-only financial advisor at Better Pockets Financial in Allen, Texas. Sarah charges a percentage of assets, an ongoing planning fee, hourly fees and a one-time planning fee (ongoing planning from $1,200 a year and $250 an hour) and focuses on sustainable & impact investing and small business owners.

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

## Facts

- **Firm:** Better Pockets Financial
- **Based in:** Allen, Texas
- **Fee model:** Percentage of assets; Ongoing planning fee; Hourly; One-time planning fee
- **Fees (firm's website):** ongoing planning from $1,200 a year; $250 an hour; 1% a year on the first tier of assets managed
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $8.3M across 84 accounts
- **Specialties:** Sustainable & impact investing, Small business owners
- **CRD:** 7118919 (https://adviserinfo.sec.gov/individual/summary/7118919)
- **SEC registration:** Investment adviser representative in CO, TX
- **Exams passed:** Series 63 (2021), Series 65 (2024)
- **Firm size:** 5 employees
- **Disclosures:** None reported
- **Website:** https://www.betterpocketsfinancial.com

## Frequently asked questions

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

Yes, according to SEC records as of October 29, 2026: Sarah holds no broker registration, and Better Pockets Financial 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, an ongoing planning fee, hourly fees and a one-time planning fee.

### How much does Sarah charge?

According to Better Pockets Financial's website, checked October 30, 2026: ongoing planning from $1,200 a year; $250 an hour; 1% a year on the first tier of assets managed.

### Where is Sarah Lassberg based?

Sarah Lassberg is based in Allen, Texas.

### What does Sarah specialize in?

Sarah's specialties include sustainable & impact investing and small business owners.

### Is Sarah Lassberg registered with the SEC?

Yes. Sarah Lassberg is registered as an investment adviser representative in CO and TX (CRD 7118919), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Better Pockets Financial manage?

Better Pockets Financial reports $8.3M across 84 accounts in assets under management.

### How do I contact Sarah Lassberg?

Through Sarah's website, www.betterpocketsfinancial.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/7118919): 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://www.betterpocketsfinancial.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.