Sarah Lassberg
Better Pockets Financial · Allen, Texas
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.
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Specialties
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 |
| Assets under management | $8.3M across 84 accounts |
| SEC registration | Investment adviser representative in CO, TX · CRD 7118919 |
| Exams passed | Series 63 (2021) · Series 65 (2024) |
| Firm size | 5 employees |
| Disclosures | None reported |
| Website | www.betterpocketsfinancial.com |
How Sarah's firm compares
- Ongoing planning starts at $1,200 a year, below the Texas median of $3,000 for fee-only firms that publish prices.
- The hourly rate is $250, in line with the Texas median of $250 for fee-only firms that publish prices.
- Better Pockets Financial's average account is about $99,000, from its Form ADV (assets managed divided by 84 accounts).
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Questions about Sarah
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.
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
- Better Pockets Financial 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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