Advisor at BOK Financial Securities, Inc.
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Firm
BOK Financial Securities, Inc.
Location
Plano, TX 75024
Credentials
Series 63, Series 66
Industry experience
24 years
Sara Fagot is a financial advisor with BOK Financial Securities, Inc. in Plano, TX, holding Series 63 and Series 66 credentials and bringing 24 years of industry experience. Her prior experience includes roles at Wells Fargo Advisors LLC and Wells Fargo Clearing. She took a planned sabbatical from 2020 to 2025 before joining BOK Financial Securities in 2025. BOK Financial Securities, operating as BOK Financial Advisors, serves a diverse client base including individuals, high-net-worth investors, corporations, retirement plans, government agencies, municipalities, and institutional clients. The firm offers non-discretionary, fee-based investment management through its Guided Portfolio Solutions program, financial planning, and consulting, with investment research provided by its affiliate Strategic Investment Advisors.
Based on BOK Financial Securities, Inc.
Based on BOK Financial Securities, Inc.
Flat fees for financial planning and consulting typically range from $50 to $10,000
$1 - $999,999: 1.50% $1,000,000 - $1,999,999: 1.00% $2,000,000+: 0.75%
Commission-based compensation offered outside the advisory program for investment and insurance products
Financial planning and consulting hourly rate typically $50-$350/hour
Annual retainer fees for financial planning and consulting range from $2,000 - $10,000 billed quarterly ($500 to $2,500 per quarter)
Account minimum: $100,000 Minimum fee: Minimum annual fee of $1,000, may be waived by a designated supervisor Fee-only: Financial planning and consulting fees charged hourly ($50-$350/hour), flat fees ($50 to $10,000), or annual retainers ($2,000 - $10,000)
5601 Granite Parkway, Stes. 400 & 1300
Plano, TX 75024
Texas
Bokf, Na
2025 - Present (1 year)
BOK Financial Securities, Inc.
2025 - Present (1 year)
Planned sabbatical
2020 - 2025 (5 years)
Wells Fargo Clearing
2016 - 2020 (4 years)
Wells Fargo Advisors Llc
2011 - 2016 (5 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Trust company
They provide trust and estate administration services, typically for separate fees.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Verified by Warmer
Series 63, Series 66
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Gadiraju, Raju
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