Advisor at Sharkey Howes & Javer Inc
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Sharkey Howes & Javer Inc
Location
Denver, CO 80246-1904
Credentials
CFP®
Industry experience
2 years
Sara Kohr is a CFP® professional with two years of industry experience, currently serving as an advisor at Sharkey Howes & Javer Inc. Prior to joining SHJ Wealth Advisors, she worked at Transform Wealth LLC and Woody Creek Management Company LLC. Sharkey, Howes & Javer serves individuals, high-net-worth clients, trustees, businesses, and pension plans with fee-only investment management and comprehensive financial planning. The firm employs an actively managed, asset-allocation approach developed by an internal committee and offers discretionary management across a range of investment vehicles, along with employer-focused retirement-plan services and client education programs.
Based on Sharkey Howes & Javer Inc
Based on Sharkey Howes & Javer Inc
Financial planning fees range from $2,000 to $15,000 depending on complexity; initial retainer $500.
$0 - $1,000,000: 1.00% $1,000,001 - $3,000,000: 0.80% $3,000,001 - $5,000,000: 0.60% $5,000,001+: 0.50% or less
Account minimum: $250,000 Fee-only: Fee-only advisory firm; no commissions or other compensation from product sales.
720 South Colorado Blvd, Suite 600 South Tower
Denver, CO 80246-1904
Colorado
SHJ Wealth Advisors
2024 - Present (2 years)
Transform Wealth LLC
2022 - 2024 (2 years)
Woody Creek Management Company LLC
2014 - 2022 (8 years)
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Is not active or affiliated with:
Insurance agent
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Broker-dealer / trader
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Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
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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.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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