Sara Elizabeth Frazier
Investment adviser representative at Arrowroot Family Office, LLC
13 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$430.7MFirm 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 feePerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
13 years in the industry.
- Arrowroot Family Office, LLCMar 2026 to now
- Planning AlternativesJan 2020 to Jan 2026
- Mod In the MittenNov 2013 to Dec 2019
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 2 states (MI, TX).
Arrowroot Family Office, LLC
$430.7MAssets managed
1,415Clients
14Advisers
5 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
- 8242598
- Firm CRD
- 168744