Sarah Ponder (CRD# 6710703) is an Investment Advisor Representative working at Real Wealth Planning in Sunset Valley, TX and has over 7 years of experience in the finance industry. Sarah Ponder has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Fiduciaryfinancialplanninggroupllc Dba Realestatewealthplanning | Sunset Valley, TX | Oct 2020 - Current | 3 |
| Fiduciary Financial Education | Sunset Valley, TX | Aug 2020 - Current | 3 |
| Dimensional Fund Advisors | Austin, TX | Aug 2016 - Oct 2020 | 4 |
| Private Family - Dejoria Management Company | Austin, TX | Jul 2016 - Aug 2016 | < 1 |
| Spotlight Education | Davis, CA | Oct 2015 - Aug 2016 | < 1 |
| The University Of Texas | Austin, TX | Sep 2015 - Jul 2016 | < 1 |
| The University Of Texas | Austin, TX | Jun 2015 - Aug 2015 | < 1 |
| Everfi, Inc. | Washington, DC | Jan 2012 - May 2015 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Feb 2017 |
- TX
-
Total Assets Under Management11MILLIONS
-
Total Number of Accounts148ACCOUNTS
-
Average Account Value$76,537
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
TX
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.