Sarah Yakel
Meridian Financial Partners · Warrenton, Virginia
Sarah Yakel is a fee-only financial advisor at Meridian Financial Partners in Warrenton, Virginia, who holds the CFP credential. Sarah focuses on retirement planning, small business owners and estate & legacy planning. Meridian Financial Partners reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Who they serve
- Retirees
- Pre-retirees
- Founders
- Mid-life transitions
- Early-career professionals
Facts
| Firm | Meridian Financial Partners |
|---|---|
| Based in | Warrenton, Virginia |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Accepting new clients | Yes |
| Assets under management | $627.6M across 1,522 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in TX, VA · CRD 4637854 |
| Exams passed | Series 65 (2003) |
| Firm size | 7 employees |
| Disclosures | None reported |
| Website | www.meridianfinancialpartners.com |
| Profile |
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Questions about Sarah
Is Sarah Yakel a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Sarah holds no broker registration, and Meridian Financial Partners 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, Meridian Financial Partners, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Sarah Yakel based?
Sarah Yakel is based in Warrenton, Virginia.
What does Sarah specialize in?
Sarah's specialties include retirement planning, small business owners, estate & legacy planning and divorce financial planning. Sarah works with retirees, pre-retirees, founders, mid-life transitions and early-career professionals.
What credentials does Sarah Yakel hold?
Sarah Yakel holds the CFP credential.
Is Sarah Yakel registered with the SEC?
Yes. Sarah Yakel is registered as an investment adviser representative in TX and VA (CRD 4637854), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Meridian Financial Partners manage?
Meridian Financial Partners reports $627.6M across 1,522 accounts in assets under management.
How do I contact Sarah Yakel?
Through Sarah's website, www.meridianfinancialpartners.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
- Meridian Financial Partners 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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