Sarah McIvor
Avion Wealth · The Woodlands, Texas
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.
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Specialties
Who they serve
- Executives
- Founders
- Tech employees
Facts
| Firm | Avion Wealth |
|---|---|
| Based in | The Woodlands, Texas |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Accepting new clients | Yes |
| Assets under management | $984.6M across 1,702 accounts |
| SEC registration | Investment adviser representative in TX · CRD 6438824 |
| Exams passed | Series 65 (2014) |
| Firm size | 15 employees |
| Disclosures | None reported |
| Website | avionwealth.com |
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Questions about Sarah
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.
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
- Avion Wealth 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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