Sarah Smith
Willow Grove Advisors · Berkeley, California
Sarah Smith is a fee-only financial advisor at Willow Grove Advisors in Berkeley, California. Sarah focuses on equity compensation, cross-border (US / Canada) and founders (pre-exit). Willow Grove Advisors reports charging a percentage of assets and hourly fees on its Form ADV.
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Specialties
Who they serve
- Founders
- Tech employees
- Cross-border families
- Multi-generational families
- Executives
Facts
| Firm | Willow Grove Advisors |
|---|---|
| Based in | Berkeley, California |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Assets under management | $369.8M across 782 accounts |
| SEC registration | Investment adviser representative in CA, MA, WA · CRD 7651764 |
| Exams passed | Series 65 (2022) |
| Firm size | 7 employees |
| Disclosures | None reported |
| Website | www.willowgroveadvisors.com |
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Questions about Sarah
Is Sarah Smith a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Sarah holds no broker registration, and Willow Grove Advisors 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, Willow Grove Advisors, reports charging a percentage of assets and hourly fees on its SEC Form ADV.
Where is Sarah Smith based?
Sarah Smith is based in Berkeley, California.
What does Sarah specialize in?
Sarah's specialties include equity compensation, cross-border (US / Canada), founders (pre-exit), family wealth transfer and sustainable & impact investing. Sarah works with founders, tech employees, cross-border families, multi-generational families and executives.
Is Sarah Smith registered with the SEC?
Yes. Sarah Smith is registered as an investment adviser representative in CA, MA and WA (CRD 7651764), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Willow Grove Advisors manage?
Willow Grove Advisors reports $369.8M across 782 accounts in assets under management.
How do I contact Sarah Smith?
Through Sarah's website, www.willowgroveadvisors.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
- Willow Grove Advisors 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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