Sarah Elizabeth Boston
Investment adviser representative at Bookends Financial Planning
21 yearsExperience
7 statesRegistered in
$338.3MFirm assets
6 yearsFirm in business
Are you Sarah Elizabeth Boston? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeCommissionsOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
21 years in the industry.
- Bookends Financial PlanningJan 2020 to now
- Bookends Financial Planning (wetzel Investment Advisors Inc.)Jul 2013 to now
- Raymond James Financial ServicesMay 2013 to now
- Raymond James Financial Services Advisors Inc.May 2013 to now
- Boston Solutions, Inc. dba Chef Jj'sFeb 2005 to now
Exams passed
- Series 66 · Uniform Combined State Law2003
State registrations
Registered as an investment adviser representative in 7 states (FL, IN, KY, OH, TX, VA, WV).
Bookends Financial Planning
Legal name: Wetzel Investment Advisors, Inc.
$338.3MAssets managed
521Clients
6Advisers
6 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4381138
- Firm CRD
- 305301