Sarah D. Buenger
RIA ADVISORS
Houston, TX 77079
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CRD#: 4722812
Professional summary
Sarah Darlene Buenger, CFP®, who also goes by Sarah D Buenger, Sarah D Wilkins Ms, Sarah D Wilkins, is a registered financial advisor currently at RIA ADVISORS located in Houston, Texas.
Sarah is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2003. Sarah has worked at 6 firms .
Core Areas of Focus
College/Education Planning
Estate & Generational Planning Issues
Insurance Related Issues
Medical Professionals
Retirement Planning & Distribution Rules
Tax Planning
Biography
Sarah has over 19 years of experience in serving and advising high net worth individuals in all aspects of financial planning, relationship management and investment management.
Sarah graduated from Texas A&M University with a B.A. in Finance and continued her education, receiving the CERTIFIED FINANCIAL PLANNER TM designation in 2003. Most recently, Sarah completed her Master of Science degree in Personal Financial Planning in 2015, through which she achieved the Master Planner Advanced Studies (MPAS) designation highlighting her extensive work in advanced topics within financial planning.
Sarah is a Registered Financial Advisor with the National Association of Personal Financial Advisors (NAPFA) and member of the Financial Planning Association (FPA). In addition to her position as Director of Financial Planning for Traditions Wealth Advisors, Sarah also serves as an adjunct professor for the Texas A&M Financial Planning program.
She has been quoted in several nationally recognized publications including Financial Advisor magazine, Dow Jones Newswire, and NAPFA Advisor. She has also given presentations at NAPFA conferences in several states on topics from compliance and staff development to case studies on financial planning. Most recenlty, Sarah's efforts have been focused on advancing the financial planning profession through educating those considering a career in finance through the Texas A&M Financial Planning program and the College for Financial Planning program.
Question & Answer
What are your service offerings?
Employee and Employer Plan Ben...
Estate Planning
Investment Planning
Tax Planning
Insurance Planning
Comprehensive Financial Planni...
Education Planning
Retirement Planning
What is your minimum asset requirement?
500K
Are you a "fiduciary"?
Yes
Aliases
Sarah D Buenger | Sarah D Wilkins Ms | Sarah D Wilkins
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view Sarah Darlene Buenger's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 2003
Experience
Current
May 18, 2023 - Present
RIA ADVISORS
Office #1: 11750 Katy Freeway Suite 840, Houston, TX 77079RIA
CRD#: 150661
Houston, TX
Past
October 19, 2018 - May 25, 2023
TRADITIONS WEALTH ADVISORS, LLC.
RIA
CRD#: 128135
COLLEGE STATION, TX
Past
May 16, 2018 - September 22, 2018
FAIRBANKS FINANCIAL WEALTH MANAGEMENT
RIA
CRD#: 114551
Bedias, TX
Past
August 23, 2016 - May 15, 2017
FRUITION FINANCIAL PLANNING
RIA
CRD#: 283802
BEDIAS, TX
Past
April 22, 2009 - August 3, 2015
PARAGON FINANCIAL ADVISORS
RIA
CRD#: 143721
COLLEGE STATION, TX
Past
October 22, 2003 - March 19, 2009
BRIAUD FINANCIAL ADVISORS
RIA
CRD#: 105638
BRYAN, TX
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
RA
RIA ADVISORS
ADVANCED WEALTH STRATEGIES GROUP | SIMPLEVISOR | RIA ADVISORS | NTBD ADVISORS, LLC | CLARITY FINANCIAL, LLC | ANIMAS CAPITAL
CRD#: 150661 / SEC#: 801-77832
RIA
Registered Investment Advisory firm - (4/16/2013 Approved)Arizona
Registered Investment Advisory firm - (4/23/2013 Terminated)Louisiana
Registered Investment Advisory firm - (4/25/2013 Terminated)Oklahoma
Registered Investment Advisory firm - (4/23/2013 Terminated)Texas
Registered Investment Advisory firm - (4/23/2013 Terminated)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Texas(5/18/2023)
Exams
Current Firm
RA
RIA ADVISORS
ADVANCED WEALTH STRATEGIES GROUP | SIMPLEVISOR | RIA ADVISORS | NTBD ADVISORS, LLC | CLARITY FINANCIAL, LLC | ANIMAS CAPITAL
CRD#: 150661 / SEC#: 801-77832
RIA
Registered Investment Advisory firm - (4/16/2013 Approved)Arizona
Registered Investment Advisory firm - (4/23/2013 Terminated)Louisiana
Registered Investment Advisory firm - (4/25/2013 Terminated)Oklahoma
Registered Investment Advisory firm - (4/23/2013 Terminated)Texas
Registered Investment Advisory firm - (4/23/2013 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
11750 Katy Freeway Suite 840, Houston, TX 77079
Mailing Address
Phone number
(281) 501-1791
Established
Firm type
Fiscal year end
# of Employees
16
SEC notice filing (37 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 3,581 |
| AUM (Assets Under Management) | $ 1,530,453,633 |
Red Flags
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