# Sarah Rioux

> Sarah Rioux is a fee-only financial advisor at TFC Financial in Boston, Massachusetts, who holds the CFP credential. Sarah focuses on retirement planning, tax planning and estate & legacy planning. TFC Financial reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

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

## Facts

- **Firm:** TFC Financial
- **Based in:** Boston, Massachusetts
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $1.78B across 1,619 accounts
- **Credentials:** CFP
- **Specialties:** Retirement planning, Tax planning, Estate & legacy planning, Small business owners, Divorce financial planning, Family wealth transfer
- **Works with:** Founders, Executives, Multi-generational families, Divorced individuals, Pre-retirees
- **CRD:** 7634801 (https://adviserinfo.sec.gov/individual/summary/7634801)
- **SEC registration:** Investment adviser representative in MA
- **Exams passed:** Series 65 (2022)
- **Firm size:** 22 employees
- **Disclosures:** None reported
- **Website:** http://www.tfcfinancial.com/

## Frequently asked questions

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

Yes, according to SEC records as of October 29, 2026: Sarah holds no broker registration, and TFC Financial 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's firm, TFC Financial, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Sarah Rioux based?

Sarah Rioux is based in Boston, Massachusetts.

### What does Sarah specialize in?

Sarah's specialties include retirement planning, tax planning, estate & legacy planning, small business owners, divorce financial planning and family wealth transfer. Sarah works with founders, executives, multi-generational families, divorced individuals and pre-retirees.

### What credentials does Sarah Rioux hold?

Sarah Rioux holds the CFP credential.

### Is Sarah Rioux registered with the SEC?

Yes. Sarah Rioux is registered as an investment adviser representative in MA (CRD 7634801), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does TFC Financial manage?

TFC Financial reports $1.78B across 1,619 accounts in assets under management.

### How do I contact Sarah Rioux?

Through Sarah's website, www.tfcfinancial.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/7634801): 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://tfcfinancial.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.