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Sarah Katherine Horne

Investment adviser representative at Saltmarsh Financial Advisors, LLC
14 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$356.5MFirm assets

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsHourlyFixed or flat fee

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management

Experience

14 years in the industry.

  1. Saltmarsh Financial Advisors, LLCJan 2022 to now
  2. Oneamerica SecuritiesNov 2021 to Jan 2022
  3. American United LifeFeb 2021 to Jan 2022
  4. University of West FloridaMay 2018 to Feb 2021
  5. University of Alabama In HuntsvilleMay 2017 to May 2018
  6. Auburn UniversityAug 2012 to May 2017

Designations

  • CFP® certification

Exams passed

  • Series 65 · Uniform Investment Adviser Law2022

State registrations

Registered as an investment adviser representative in 1 state (FL).

Saltmarsh Financial Advisors, LLC

$356.5MAssets managed
224Clients
6Advisers
9 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
7459371
Firm CRD
132248
Advisor's SEC record (opens in a new tab)
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