Sarah Pierce
Watershed Private Wealth · Oak Brook, Illinois
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.
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Specialties
Who they serve
- Retirees
- Pre-retirees
- Executives
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 | $413.7M across 555 accounts |
| SEC registration | Investment adviser representative in IL · CRD 5686514 |
| Exams passed | Series 66 (2011) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | watershedprivatewealth.com |
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Questions about Sarah
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.
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
- Watershed Private 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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