Sarah Ponder
Real Wealth Planning · Sunset Valley, Texas
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.
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Specialties
Who they serve
- Mid-life transitions
Facts
| Firm | Real Wealth Planning |
|---|---|
| Based in | Sunset Valley, Texas |
| Fee model | Ongoing planning fee |
| Accepting new clients | Yes |
| Assets under management | $37.2M across 337 accounts |
| Credentials | CFP · MBA |
| SEC registration | Investment adviser representative in TX · CRD 6710703 |
| Exams passed | Series 66 (2017) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | realwealthplanning.com |
| Profile |
How Sarah's firm compares
- Real Wealth Planning's average account is about $110,000, from its Form ADV (assets managed divided by 337 accounts).
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Questions about Sarah
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Texas
Other advisors in Texas who focus on tax planning
Where this information comes from
- XY Planning Network directory listing : XYPN members are fee-only
- Real Wealth Planning 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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