Sarah Gutierrez
Advisor at Aptus Financial, 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 Aptus Financial, 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.
Location
Little Rock, AR
Credentials
CFP®, Series 63
Industry experience
10 years
Sarah Gutierrez is a CFP® with 10 years of industry experience, currently serving as an advisor at Aptus Financial, LLC since 2015. She is a 50% owner of Club 27, a salsa dancing and event venue in Little Rock, and serves on the Board of Directors of WEHCO Media, a publishing and cable company. Aptus Financial provides flat-fee financial planning and advisory services primarily to early- to mid-career professionals, business owners, and medical/dental trainees, focusing on a passive, long-term approach using tax-aware asset allocation and low-cost index funds and ETFs. The firm operates as a fiduciary adviser without taking custody of client assets, offering tiered subscription support, educational programs, and employer financial wellness services.
Based on Aptus Financial, LLC
Based on Aptus Financial, LLC
Based on Aptus Financial, LLC
Comprehensive Plan: $3,700 one-time fee; Enhanced Comprehensive Plan: $5,000 one-time fee; Foundation Plan: $1,200 one-time fee.
$310 per hour for additional time beyond flat fee services.
AptusCare: $205/month; AptusCare Enhanced: $335/month; AptusCare Limited: $105/month; AptusCare for Residents: $200/month.
Fee-only: Flat fees and monthly recurring fees for financial planning and ongoing support services.
Little Rock, AR
Arkansas · Texas
Aptus Financial LLC
2015 - Present (11 years)
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