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Advisor

Sarah Wells

Fee-Only Financial Services · Columbia, Missouri

Sarah Wells is a fee-only financial advisor at Fee-Only Financial Services in Columbia, Missouri. Fee-Only Financial Services reports charging hourly fees on its Form ADV.

Hourly Fee-only

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Facts

FirmFee-Only Financial Services
Based in Columbia, Missouri
Fee model (firm's Form ADV)Hourly
SEC registration Investment adviser representative in MO · CRD 3018359
Exams passedSeries 65 (1998)
Firm size1 employee
Disclosures None reported

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Questions about Sarah

Is Sarah Wells a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Sarah holds no broker registration, and Fee-Only Financial Services 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, Fee-Only Financial Services, reports charging hourly fees on its SEC Form ADV.

Where is Sarah Wells based?

Sarah Wells is based in Columbia, Missouri.

Is Sarah Wells registered with the SEC?

Yes. Sarah Wells is registered as an investment adviser representative in MO (CRD 3018359), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

How do I contact Sarah Wells?

Contact details aren't on file yet. Search for Fee-Only Financial Services.

What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms

Other fee-only advisors in Columbia

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
  • 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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