Sarah Rhodes
Advisor at &PARTNERS
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.
Firm
&PARTNERS
Location
Mooresville, NC 28117
Credentials
Series 63, Series 66
Industry experience
13 years
About
Sarah Rhodes is a financial advisor at &PARTNERS with 13 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked for Wells Fargo Clearing and Wells Fargo Bank NA. &PARTNERS serves a diverse client base including individuals, retirement plans, charitable organizations, foundations, universities, corporations, and private business owners. The firm offers a wide range of services such as portfolio management, financial and tax planning, estate and trust consulting, and retirement plan education, combining platform technology with proprietary and third-party strategy models to provide both discretionary and non-discretionary management.
Client services
Based on &PARTNERS
Financial planning
Portfolio management
Pension consulting
Selection of other advisers
Newsletters or periodicals
Educational seminars or workshops
Portfolio manager selection, furnish advice not involving securities, research report services, 1042 portfolio construction
Portfolio manager selection, furnish advice not involving securities, research report services, 1042 portfolio construction
Expertise
Based on &PARTNERS
Wealth management
Active portfolio management
Options & derivatives strategies
Private / alternative investments
Fee options
Financial Planning Fee, Estate/Trust/Family Office Administration Consulting Fee, Consulting Fee - negotiated fixed fees as agreed with client
Brokerage commissions on certain transactions; commissions received from mutual funds and insurance products
Hourly Consulting Fee as agreed with client, invoiced monthly
Research Report Services fee of $500/month
Minimum fee: $40 annual fee if account is below Envestnet recommended minimum for Tax Overlay Services Fee-only: Financial Planning Fee, Estate/Trust/Family Office Consulting Fee, Hourly Consulting Fee, Consulting Fee - all negotiated fixed or hourly fees as agreed with client
Location
106 Langtree Village Drive, Suite 301
Mooresville, NC 28117
Most active in
Sarah R has reported serving >5 clients in these states in the last 12 months.
North Carolina · Texas
Work history
&PARTNERS
2026 - Present (1 year)
Wells Fargo Clearing
2016 - 2026 (10 years)
Wells FArgo Bank NA
2014 - 2026 (12 years)
wells fargo advisors llc
2010 - 2016 (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 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.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
-
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.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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