# Sarah McIvor

> Sarah McIvor is a fee-only financial advisor at Avion Wealth in The Woodlands, Texas. Sarah focuses on founders (pre-exit), pension planning and retirement planning. Avion Wealth reports charging a percentage of assets and fixed fees on its Form ADV.

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

## Facts

- **Firm:** Avion Wealth
- **Based in:** The Woodlands, Texas
- **Fee model (firm's Form ADV):** Percentage of assets; Fixed fees
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $984.6M across 1,702 accounts
- **Specialties:** Founders (pre-exit), Pension planning, Retirement planning, Estate & legacy planning, Small business owners
- **Works with:** Executives, Founders, Tech employees
- **CRD:** 6438824 (https://adviserinfo.sec.gov/individual/summary/6438824)
- **SEC registration:** Investment adviser representative in TX
- **Exams passed:** Series 65 (2014)
- **Firm size:** 15 employees
- **Disclosures:** None reported
- **Website:** http://avionwealth.com

## Frequently asked questions

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

Yes, according to SEC records as of October 29, 2026: Sarah holds no broker registration, and Avion Wealth 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, Avion Wealth, reports charging a percentage of assets and fixed fees on its SEC Form ADV.

### Where is Sarah McIvor based?

Sarah McIvor is based in The Woodlands, Texas.

### What does Sarah specialize in?

Sarah's specialties include founders (pre-exit), pension planning, retirement planning, estate & legacy planning and small business owners. Sarah works with executives, founders and tech employees.

### Is Sarah McIvor registered with the SEC?

Yes. Sarah McIvor is registered as an investment adviser representative in TX (CRD 6438824), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Avion Wealth manage?

Avion Wealth reports $984.6M across 1,702 accounts in assets under management.

### How do I contact Sarah McIvor?

Through Sarah's website, avionwealth.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/6438824): 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.avionwealth.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.