# Sarah Ponder

> Sarah Ponder is a fee-only financial advisor at Real Wealth Planning in Sunset Valley, Texas, who holds the CFP and MBA credentials. Sarah charges an ongoing planning fee and focuses on tax planning and small business owners.

Page: https://find.wellspent.co/advisors/sarah-ponder/
Built from public directory listings; last checked April 21, 2026.

## Facts

- **Firm:** Real Wealth Planning
- **Based in:** Sunset Valley, Texas
- **Fee model:** Ongoing planning fee
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $37.2M across 337 accounts
- **Credentials:** CFP, MBA
- **Specialties:** Tax planning, Small business owners
- **Works with:** Mid-life transitions
- **CRD:** 6710703 (https://adviserinfo.sec.gov/individual/summary/6710703)
- **SEC registration:** Investment adviser representative in TX
- **Exams passed:** Series 66 (2017)
- **Firm size:** 3 employees
- **Disclosures:** None reported
- **Website:** https://realwealthplanning.com

## Frequently asked questions

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

Yes. Sarah Ponder 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.

### Where is Sarah Ponder based?

Sarah Ponder is based in Sunset Valley, Texas.

### What does Sarah specialize in?

Sarah's specialties include tax planning and small business owners. Sarah works with mid-life transitions.

### What credentials does Sarah Ponder hold?

Sarah Ponder holds the CFP and MBA credentials.

### Is Sarah Ponder registered with the SEC?

Yes. Sarah Ponder is registered as an investment adviser representative in TX (CRD 6710703), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.

### How much does Real Wealth Planning manage?

Real Wealth Planning reports $37.2M across 337 accounts in assets under management.

### How do I contact Sarah Ponder?

Through Sarah's website, realwealthplanning.com.

## Sources

- XY Planning Network directory listing (https://www.xyplanningnetwork.com/find-an-advisor/sarah-ponder-10004): XYPN members are fee-only
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 27, 2026
- The firm's website (https://www.realwealthplanning.com/): specialties, clients served, and fees, checked October 28, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.