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Advisor

Sarah Yao

Family Legacy Advisors · Overland Park, Kansas

Sarah Yao is a fee-only financial advisor at Family Legacy Advisors in Overland Park, Kansas. Family Legacy Advisors reports charging a percentage of assets on its Form ADV.

Percentage of assets Fee-only

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Facts

FirmFamily Legacy Advisors
Based in Overland Park, Kansas
Fee model (firm's Form ADV)Percentage of assets
SEC registration Investment adviser representative in KS, MO · CRD 7589894
Exams passedSeries 65 (2022)
Firm size4 employees
Disclosures None reported
Websitewww.fla-kc.com

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Questions about Sarah

Is Sarah Yao a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Sarah holds no broker registration, and Family Legacy 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, Family Legacy Advisors, reports charging a percentage of assets on its SEC Form ADV.

Where is Sarah Yao based?

Sarah Yao is based in Overland Park, Kansas.

Is Sarah Yao registered with the SEC?

Yes. Sarah Yao is registered as an investment adviser representative in KS and MO (CRD 7589894), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

How do I contact Sarah Yao?

Through Sarah's website, www.fla-kc.com.

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

Other fee-only advisors in Overland Park

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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