Sarah Stymus
Whitney & Company · Rochester, New York
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.
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Specialties
Facts
| Firm | Whitney & Company |
|---|---|
| Based in | Rochester, New York |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Accepting new clients | Yes |
| Assets under management | $1.49B across 1,885 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in NY · CRD 5986949 |
| Exams passed | Series 63 (2011) · Series 65 (2021) |
| Firm size | 12 employees |
| Disclosures | None reported |
| Website | www.whitneyandcompany.com |
| Profile |
How Sarah's firm compares
- Whitney & Company's average account is about $791,000, from its Form ADV (assets managed divided by 1,885 accounts).
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Questions about Sarah
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.
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
- Whitney & 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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