Sarah Mahaffa
Bedel Financial Consulting · Indianapolis, Indiana
Sarah Mahaffa is a fee-only financial advisor at Bedel Financial Consulting in Indianapolis, Indiana, who holds the CFP credential. Bedel Financial Consulting reports charging a percentage of assets and fixed fees on its Form ADV.
Request an introduction to Sarah →
Facts
| Firm | Bedel Financial Consulting |
|---|---|
| Based in | Indianapolis, Indiana |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $2.92B across 5,435 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in IN · CRD 5547676 |
| Exams passed | Series 63 (2008) · Series 66 (2010) |
| Firm size | 28 employees |
| Disclosures | None reported |
| Website | www.bedelfinancial.com |
How Sarah's firm compares
- Bedel Financial Consulting's average account is about $537,000, from its Form ADV (assets managed divided by 5,435 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 Mahaffa a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Sarah holds no broker registration, and Bedel Financial Consulting 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, Bedel Financial Consulting, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Sarah Mahaffa based?
Sarah Mahaffa is based in Indianapolis, Indiana.
What credentials does Sarah Mahaffa hold?
Sarah Mahaffa holds the CFP credential.
Is Sarah Mahaffa registered with the SEC?
Yes. Sarah Mahaffa is registered as an investment adviser representative in IN (CRD 5547676), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Bedel Financial Consulting manage?
Bedel Financial Consulting reports $2.92B across 5,435 accounts in assets under management.
How do I contact Sarah Mahaffa?
Through Sarah's website, www.bedelfinancial.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
- 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.