Sarah Boothe
Advisor at Steward Inc.
Updated today
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.
About
Sarah Boothe is a Series 65-licensed financial advisor at Steward Inc. in Bryan, Texas, with one year of industry experience. Her prior roles include positions at The Sum, Northwestern Mutual, and Texas A&M. Steward Inc. offers integrated wealth advisory services combining discretionary investment management with comprehensive financial planning for individuals and families. The firm manages approximately $61 million across a small client base, focusing on diversified, long-term asset allocation primarily through mutual funds and ETFs, with portfolios managed on a discretionary basis.
Expertise
Based on Steward Inc.
Wealth management
General retirement planning
Income planning
College savings (529s, UTMA, etc.)
Fee options
Annual flat fee of $5,000 plus asset-based fee
$0 - $1,000,000: 0.5% $1,000,001 - $5,000,000: 0.4% $5,000,001 - $10,000,000: 0.3% $10,000,001 - $30,000,000: 0.2% $30,000,001+: 0.1%
Minimum fee: $7,500 minimum annual fee (combined flat fee + AUM fee) Fee-only: Fee-only, no commissions or referral fees accepted
Location
Bryan, TX
Most active in
Sarah B has reported serving >5 clients in these states in the last 12 months.
California · District of Columbia · Maryland · Massachusetts · New York · Texas
Work history
Steward, Inc
2025 - Present (1 year)
The Sum
2024 - 2025 (1 year)
The Sum
2023 - 2024 (1 year)
Texas A&M
2023 - 2024 (1 year)
The Sum
2023 - 2023 (1 year)
Northwestern Mutual
2022 - 2023 (1 year)
Texas A&M
2022 - 2024 (2 years)
Texas A&M
2020 - 2024 (4 years)
N/a
2014 - 2020 (6 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
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.
Scott M
CFA®, CFP®
Bryan, TX
Charis Legacy Partners
I started my investing journey in the early 2000’s during the dotcom bubble, so I have been through multiple market cycles. I began my professional career in financial services as an equity analyst for a boutique hedge fund, and after business school, I spent eight years with Vanguard, which is where my career as a wealth manager and financial planner began. I have clients all over the country with whom I work remotely, including many working for startups and in the tech industry, so I have a lot of experience planning for and advising on equity compensation. I have been married to my lovely wife, Erin, since 2009, and we have three children who keep me busy outside of work; I am passionate about raising them to be well-rounded, curious and thoughtful individuals who prize character and integrity above all else. I love the outdoors and exploring new places, learning new things and experiencing new cultures.
George M
Series 63
College Station, TX
McWhorter Capital Investments
Joseph M
Series 65
College Station, TX
JMcMahan LLC
Brien S
CFP®, Series 63
College Station, TX
Traditions Wealth Advisors, LLC.
Noel W
CFP®, Series 66
College Station, TX
Traditions Wealth Advisors, LLC.
William S
Series 63, Series 65
College Station, TX
Smith & Wyatt
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")