Sarah Lauber
Lottsa · Minneapolis, Minnesota
Sarah Lauber is a fee-only financial advisor at Lottsa in Minneapolis, Minnesota, who holds the CFP credential. Lottsa reports charging a percentage of assets and hourly fees on its Form ADV.
Request an introduction to Sarah →
Facts
| Firm | Lottsa |
|---|---|
| Based in | Minneapolis, Minnesota |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Accepting new clients | Yes |
| Assets under management | $95.2M across 519 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in MN, TX · CRD 7507811 |
| Firm size | 4 employees |
| Disclosures | None reported |
| Website | www.lottsa.com |
How Sarah's firm compares
- Lottsa's average account is about $183,000, from its Form ADV (assets managed divided by 519 accounts).
Request an introduction to Sarah
Tell Sarah a little about what you're looking for. Sarah isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Sarah
Is Sarah Lauber a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Sarah holds no broker registration, and Lottsa 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, Lottsa, reports charging a percentage of assets and hourly fees on its SEC Form ADV.
Where is Sarah Lauber based?
Sarah Lauber is based in Minneapolis, Minnesota.
What credentials does Sarah Lauber hold?
Sarah Lauber holds the CFP credential.
Is Sarah Lauber registered with the SEC?
Yes. Sarah Lauber is registered as an investment adviser representative in MN and TX (CRD 7507811), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Lottsa manage?
Lottsa reports $95.2M across 519 accounts in assets under management.
How do I contact Sarah Lauber?
Through Sarah's website, www.lottsa.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Minneapolis
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
- Lottsa 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.
See something wrong? Request a correction. Read our methodology.