Sarah Paulson
Valkyrie Finance, LLC · Appleton, Wisconsin
Sarah Paulson is a fee-only financial advisor at Valkyrie Finance, LLC in Appleton, Wisconsin, who holds the CFP credential. Sarah charges an ongoing planning fee and a percentage of assets (ongoing planning from $900 a year and 1% a year on the first tier of assets managed).
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Who they serve
- Early-career professionals
Facts
| Firm | Valkyrie Finance, LLC |
|---|---|
| Based in | Appleton, Wisconsin |
| Fee model | Ongoing planning fee · Percentage of assets |
| Fees (firm's website) | Ongoing planning from $900 a year · 1% a year on the first tier of assets managed |
| Works virtually | Yes |
| Accepting new clients | Yes |
| Assets under management | $8.4M across 22 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in WI · CRD 5795572 |
| Exams passed | Series 66 (2012) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | valkyriefinance.com |
| Profile |
How Sarah's firm compares
- Ongoing planning starts at $900 a year, below the Wisconsin median of $3,000 for fee-only firms that publish prices.
- Valkyrie Finance, LLC's average account is about $381,000, from its Form ADV (assets managed divided by 22 accounts).
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Questions about Sarah
Is Sarah Paulson a fee-only financial advisor?
Yes. Sarah Paulson 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 and a percentage of assets.
How much does Sarah charge?
According to Valkyrie Finance, LLC's website, checked October 28, 2026: ongoing planning from $900 a year; 1% a year on the first tier of assets managed.
Does Sarah work with clients virtually?
Yes. Valkyrie Finance, LLC says on its website that it works with clients remotely.
Where is Sarah Paulson based?
Sarah Paulson is based in Appleton, Wisconsin.
What credentials does Sarah Paulson hold?
Sarah Paulson holds the CFP credential.
Is Sarah Paulson registered with the SEC?
Yes. Sarah Paulson is registered as an investment adviser representative in WI (CRD 5795572), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.
How much does Valkyrie Finance, LLC manage?
Valkyrie Finance, LLC reports $8.4M across 22 accounts in assets under management.
How do I contact Sarah Paulson?
Through Sarah's website, valkyriefinance.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
- Valkyrie Finance, LLC 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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