Stephanie Sayres
Portfolio Audit · Knoxville, Tennessee
Stephanie Sayres is a fee-only financial advisor at Portfolio Audit in Knoxville, Tennessee. Portfolio Audit reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Portfolio Audit |
|---|---|
| Based in | Knoxville, Tennessee |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $38.3M across 37 accounts |
| SEC registration | Investment adviser representative in FL, TN · CRD 4529864 |
| Firm size | 3 employees |
| Disclosures | None reported |
How Stephanie's firm compares
- Portfolio Audit's average account is about $1.0 million, from its Form ADV (assets managed divided by 37 accounts).
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Questions about Stephanie
Is Stephanie Sayres a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Stephanie holds no broker registration, and Portfolio Audit reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Stephanie charge for financial advice?
Stephanie's firm, Portfolio Audit, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Stephanie Sayres based?
Stephanie Sayres is based in Knoxville, Tennessee.
Is Stephanie Sayres registered with the SEC?
Yes. Stephanie Sayres is registered as an investment adviser representative in FL and TN (CRD 4529864), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Portfolio Audit manage?
Portfolio Audit reports $38.3M across 37 accounts in assets under management.
How do I contact Stephanie Sayres?
Contact details aren't on file yet. Search for Portfolio Audit.
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
- 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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