# Sarah Mizell

> Sarah Mizell is a fee-only financial advisor at Cove Wealth Management in Houston, Texas. Sarah focuses on family wealth transfer. Cove Wealth Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

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

## Facts

- **Firm:** Cove Wealth Management
- **Based in:** Houston, Texas
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $190.1M across 309 accounts
- **Specialties:** Family wealth transfer
- **Works with:** Executives, Founders, Multi-generational families, Ultra high net worth
- **CRD:** 5343134 (https://adviserinfo.sec.gov/individual/summary/5343134)
- **SEC registration:** Investment adviser representative in NM, TX
- **Exams passed:** Series 65 (2014)
- **Firm size:** 4 employees
- **Disclosures:** None reported
- **Website:** https://www.covewm.com

## Frequently asked questions

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

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

### Where is Sarah Mizell based?

Sarah Mizell is based in Houston, Texas.

### What does Sarah specialize in?

Sarah's specialties include family wealth transfer. Sarah works with executives, founders, multi-generational families and ultra high net worth.

### Is Sarah Mizell registered with the SEC?

Yes. Sarah Mizell is registered as an investment adviser representative in NM and TX (CRD 5343134), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Cove Wealth Management manage?

Cove Wealth Management reports $190.1M across 309 accounts in assets under management.

### How do I contact Sarah Mizell?

Through Sarah's website, www.covewm.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/5343134): 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.covewm.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.