Firm
Sarsi, LLC
New York, New York
Fee-only
Sarsi, LLC at a glance
- One of 480 fee-only firms based in New York in the Wellspent graph.
- 1 advisor is listed here, who holds the CFP.
- Its Form ADV reports 1 employee and 57 individual clients, 29 of them high net worth.
- Its average account is about $305,000 (assets it manages divided by its 151 accounts).
Fee-only advisors in New York · What fee-only advisors charge in New York
Facts
| Based in | New York, New York |
|---|---|
| Website | sarsillc.com |
| [email protected] | |
| Phone | (212) 634-4454 |
Sarsi, LLC fees
Sarsi, LLC doesn't publish its prices on its website, or we couldn't confirm them word for word. Ask for its Form ADV Part 2A, which must describe its fees.
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Hourly · Fixed fees |
|---|---|
| Assets managed | $46 million |
| Individual clients | 28 |
| High-net-worth clients | 29 |
| Accounts managed | 151 |
| Employees | 1 |
| Planning clients | 26-50 |
| Financial planning | Offered |
| Form ADV filed | October 13, 2026 |
| SEC record | CRD 168399 |