Sarah Fletcher
Advisor at Team Covert, LLC
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.
Advisor at Team Covert, LLC
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
Team Covert, LLC
Location
Auburn Hills, MI 48326
Credentials
Series 65
Industry experience
2 years
Sarah Fletcher is a financial advisor at Team Covert, LLC with two years of industry experience. She holds a Series 65 designation and has worked at several firms including Merrill Lynch and Barnett Financial & Tax, Inc. Outside of advising, she is also licensed to sell insurance products. Team Covert, LLC serves individual and high-net-worth clients by providing portfolio management, comprehensive financial planning, and targeted financial consulting. The firm customizes portfolios using model strategies and a recommended sub-adviser for trading, while also offering integrated tax and insurance services through affiliated entities.
Based on Team Covert, LLC
Based on Team Covert, LLC
Comprehensive financial planning fixed fee ranges from $1,200 to $12,000; Ongoing financial planning fixed monthly fee ranges from $100 to $1,000
Financial consulting hourly rate ranges from $100 to $500
Fee-only: Comprehensive financial planning fixed fee ranges from $1,200 to $12,000; Ongoing financial planning fixed monthly fee ranges from $100 to $1,000; Financial consulting hourly rate ranges from $100 to $500
2701 Cambridge Ct, Suite 401
Auburn Hills, MI 48326
Michigan
Team Covert, LLC
2024 - Present (2 years)
Team Covert Financial & Tax Planning Group, LLC
2024 - Present (2 years)
Wealth for You Financial, LLC
2023 - 2024 (1 year)
Barnett Financial & Tax, Inc.
2023 - 2024 (1 year)
Barnett Financial & Tax, Inc.
2022 - 2023 (1 year)
Merrill
2021 - 2022 (1 year)
Holvick & Associates
2018 - 2021 (3 years)
Corpat Cleaning Company
1998 - 2018 (20 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.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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.
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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