# Sarah Stymus

> Sarah Stymus is a fee-only financial advisor at Whitney & Company in Rochester, New York, who holds the CFP credential. Sarah focuses on retirement planning, tax planning and estate & legacy planning. Whitney & Company reports charging a percentage of assets and fixed fees on its Form ADV.

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

## Facts

- **Firm:** Whitney & Company
- **Based in:** Rochester, New York
- **Fee model (firm's Form ADV):** Percentage of assets; Fixed fees
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $1.49B across 1,885 accounts
- **Credentials:** CFP
- **Specialties:** Retirement planning, Tax planning, Estate & legacy planning
- **CRD:** 5986949 (https://adviserinfo.sec.gov/individual/summary/5986949)
- **SEC registration:** Investment adviser representative in NY
- **Exams passed:** Series 63 (2011), Series 65 (2021)
- **Firm size:** 12 employees
- **Disclosures:** None reported
- **Website:** https://www.whitneyandcompany.com/

## Frequently asked questions

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

Yes, according to SEC records as of October 29, 2026: Sarah holds no broker registration, and Whitney & 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, Whitney & Company, reports charging a percentage of assets and fixed fees on its SEC Form ADV.

### Where is Sarah Stymus based?

Sarah Stymus is based in Rochester, New York.

### What does Sarah specialize in?

Sarah's specialties include retirement planning, tax planning and estate & legacy planning.

### What credentials does Sarah Stymus hold?

Sarah Stymus holds the CFP credential.

### Is Sarah Stymus registered with the SEC?

Yes. Sarah Stymus is registered as an investment adviser representative in NY (CRD 5986949), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Whitney & Company manage?

Whitney & Company reports $1.49B across 1,885 accounts in assets under management.

### How do I contact Sarah Stymus?

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

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/5986949): 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://whitney.money/): 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.