Advisor at Copperline Wealth Management & Planning
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
Copperline Wealth Management & Planning
Location
Cody, WY 82414
Credentials
CFP®, Series 63, Series 66
Industry experience
12 years
Sara Schauermann is a CFP® professional with 12 years of industry experience. She is currently with Copperline Wealth Management & Planning and has prior experience at Financial Advocates Investment Management, LPL Financial Corporation, Level Four Advisory Services, and Wells Fargo Advisors. Copperline Wealth Management & Planning provides discretionary portfolio management, financial planning, and retirement plan consulting to individual clients, including high-net-worth individuals, as well as employer-sponsored retirement plans. The firm manages approximately $117 million in client assets and serves several hundred client relationships.
Based on Copperline Wealth Management & Planning
Flat fees vary from $250 to $30,000 depending on complexity
$0 - $250,000: 1.25% $250,000 - $500,000: 1.20% $500,000 - $1,000,000: 1.15% $1,000,000 - $2,500,000: 1.10% $2,500,000 - $5,000,000: 1.00% $5,000,000+: Negotiable
IARs may receive commissions for brokerage and insurance products sold outside of advisory accounts
Hourly fees typically range from $50 to $300 depending on service
Fee-only: Hourly fees typically range from $50 to $300 per hour; Flat fees range from $250 to $30,000 depending on complexity
1517 Rumsey Avenue
Cody, WY 82414
California · Colorado · Florida · Kansas · Minnesota · Nevada · North Carolina · Texas · Wyoming
Copperline Wealth Management & Planning, LLC
2025 - Present (1 year)
Financial Advocates Investment Management
2021 - Present (5 years)
LPL Financial Corporation
2017 - Present (9 years)
Level Four Advisory Services
2017 - 2021 (4 years)
Wells Fargo Clearing
2016 - 2017 (1 year)
WELLS FARGO ADVISORS LLC
2014 - 2016 (2 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not 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.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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.
CFP®, Series 66
Cody, WY
Copperline Wealth Management & Planning
Series 66
Cody, WY
O'Donnell Wealth Management
Series 63, Series 66
Cody, WY
O'Donnell Wealth Management
Series 66
Cody, WY
O'Donnell Wealth Management
Series 66
Cody, WY
O'Donnell Wealth Management
Series 63, Series 65
Cody, WY
Vantage Point Wealth Management
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