# Sarah Pierce

> Sarah Pierce is a fee-only financial advisor at Watershed Private Wealth in Oak Brook, Illinois. Sarah charges a percentage of assets (a $500,000 asset minimum) and focuses on retirement planning, tax planning and estate & legacy planning.

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

## Facts

- **Firm:** Watershed Private Wealth
- **Based in:** Oak Brook, Illinois
- **Fee model:** Percentage of assets
- **Fees (firm's website):** a $500,000 asset minimum
- **Assets under management (firm):** $413.7M across 555 accounts
- **Specialties:** Retirement planning, Tax planning, Estate & legacy planning, Family wealth transfer
- **Works with:** Retirees, Pre-retirees, Executives
- **CRD:** 5686514 (https://adviserinfo.sec.gov/individual/summary/5686514)
- **SEC registration:** Investment adviser representative in IL
- **Exams passed:** Series 66 (2011)
- **Firm size:** 3 employees
- **Disclosures:** None reported
- **Website:** https://watershedprivatewealth.com/

## Frequently asked questions

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

Yes, according to SEC records as of October 29, 2026: Sarah holds no broker registration, and Watershed Private 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 charges a percentage of assets.

### How much does Sarah charge?

According to Watershed Private Wealth's website, checked October 30, 2026: a $500,000 asset minimum.

### Where is Sarah Pierce based?

Sarah Pierce is based in Oak Brook, Illinois.

### What does Sarah specialize in?

Sarah's specialties include retirement planning, tax planning, estate & legacy planning and family wealth transfer. Sarah works with retirees, pre-retirees and executives.

### Is Sarah Pierce registered with the SEC?

Yes. Sarah Pierce is registered as an investment adviser representative in IL (CRD 5686514), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Watershed Private Wealth manage?

Watershed Private Wealth reports $413.7M across 555 accounts in assets under management.

### How do I contact Sarah Pierce?

Through Sarah's website, watershedprivatewealth.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/5686514): 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.watershedprivatewealth.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.