Sarah Maitre
Camriel Advisors · Mount Shasta, California
Sarah Maitre is a fee-only financial advisor at Camriel Advisors in Mount Shasta, California, who holds the CFP and CFA credentials. Sarah charges an ongoing planning fee and focuses on equity compensation, retirement planning and tax planning.
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Specialties
Who they serve
- High earners
- Tech employees
- Pre-retirees
- Retirees
- Mid-life transitions
Facts
| Firm | Camriel Advisors |
|---|---|
| Based in | Mount Shasta, California |
| Fee model | Ongoing planning fee |
| Works virtually | Yes |
| Accepting new clients | Yes |
| Assets under management | $9.0M across 26 accounts |
| Credentials | CFP · CFA |
| SEC registration | Investment adviser representative in CA · CRD 7994926 |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | camrieladvisors.com |
| Profile |
How Sarah's firm compares
- Camriel Advisors's average account is about $344,000, from its Form ADV (assets managed divided by 26 accounts).
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Questions about Sarah
Is Sarah Maitre a fee-only financial advisor?
Yes. Sarah Maitre is listed in the XY Planning Network directory (XYPN members are fee-only). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Sarah's firm.
How does Sarah charge for financial advice?
Sarah charges an ongoing planning fee.
Does Sarah work with clients virtually?
Yes. Camriel Advisors says on its website that it works with clients remotely.
Where is Sarah Maitre based?
Sarah Maitre is based in Mount Shasta, California.
What does Sarah specialize in?
Sarah's specialties include equity compensation, retirement planning, tax planning and estate & legacy planning. Sarah works with high earners, tech employees, pre-retirees, retirees and mid-life transitions.
What credentials does Sarah Maitre hold?
Sarah Maitre holds the CFP and CFA credentials.
Is Sarah Maitre registered with the SEC?
Yes. Sarah Maitre is registered as an investment adviser representative in CA (CRD 7994926), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.
How much does Camriel Advisors manage?
Camriel Advisors reports $9.0M across 26 accounts in assets under management.
How do I contact Sarah Maitre?
Through Sarah's website, camrieladvisors.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- XY Planning Network directory listing : XYPN members are fee-only
- Camriel Advisors website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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