Sarah Shalala
Colonial Trust Company · Spartanburg, South Carolina
Sarah Shalala is a fee-only financial advisor at Colonial Trust Company in Spartanburg, South Carolina. Sarah focuses on family wealth transfer. Colonial Trust Company reports charging a percentage of assets and fixed fees on its Form ADV.
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Specialties
Who they serve
- Multi-generational families
Facts
| Firm | Colonial Trust Company |
|---|---|
| Based in | Spartanburg, South Carolina |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $1.85B across 2,093 accounts |
| SEC registration | Investment adviser representative in SC · CRD 6797934 |
| Exams passed | Series 65 (2024) |
| Firm size | 28 employees |
| Disclosures | None reported |
| Website | www.colonialtrust.com |
How Sarah's firm compares
- Colonial Trust Company's average account is about $885,000, from its Form ADV (assets managed divided by 2,093 accounts).
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Questions about Sarah
Is Sarah Shalala a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Sarah holds no broker registration, and Colonial Trust Company 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, Colonial Trust Company, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Sarah Shalala based?
Sarah Shalala is based in Spartanburg, South Carolina.
What does Sarah specialize in?
Sarah's specialties include family wealth transfer. Sarah works with multi-generational families.
Is Sarah Shalala registered with the SEC?
Yes. Sarah Shalala is registered as an investment adviser representative in SC (CRD 6797934), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Colonial Trust Company manage?
Colonial Trust Company reports $1.85B across 2,093 accounts in assets under management.
How do I contact Sarah Shalala?
Through Sarah's website, www.colonialtrust.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
- Colonial Trust Company 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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