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Sarah Patton

Advisor at Creative Planning

Updated today

Location

Hockley, TX

Credentials

CFP®, Series 65

Industry experience

2 years

About

Sarah Patton is a CFP® and Series 65-licensed financial advisor with two years of industry experience. She is currently with Creative Planning and previously worked at Heritage Wealth Management and Willis Johnson & Associates. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm employs a financial planning-led investment process focused on low-cost indexing and buy-and-hold strategies, supported by a large advisory team and centralized investment infrastructure managing approximately $217 billion in client assets.

Client services

Based on Creative Planning

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops

Expertise

Based on Creative Planning

Private / alternative investments Tax-loss harvesting ESG / Sustainable investing Retirement plans for business owners (SEP, solo 401k) Retirement income strategy

Occupation focus

Based on Creative Planning

Founder/Business Owner Executive Retired

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Fee options

Fixed

Financial planning fees typically range from $1,500 to $15,000; executive programs or complex cases range from $5,000 to $300,000; flat fees are negotiated and agreed upon beforehand

Percentage

$0 - $500,000: 1.20% $500,001 - $2,000,000: 1.00% $2,000,001 - $5,000,000: 0.85% $5,000,001 - $10,000,000: 0.80% $10,000,001 - $25,000,000: 0.70% $25,000,001 - $50,000,000: 0.40% $50,000,001 - $100,000,000: 0.30% $100,000,001+: 0.25%

Project-based

Negotiable hourly fee for Retirement Plan Services and financial planning services

Other

Account minimum: $200,000 Minimum fee: Minimum management fee for clients with assets under $500,000; $10,000 minimum for nonprofit organizations; $10,000 minimum for consulting services in Retirement Plan Services; $1,000 minimum for 3(38) investment advisory services in Retirement Plan Services

Location

Hockley, TX

Most active in

Texas

Work history

Creative Planning, LLC

2026 - Present (1 year)

Heritage Wealth Management

2020 - 2026 (6 years)

Willis Johnson & Associates

2019 - 2019 (1 year)

Mutual of Omaha

2019 - 2019 (1 year)

Willis Johnson & Associates

2019 - 2019 (1 year)

Massage Heights

2014 - 2018 (4 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

user avatar

Robert W

Series 63, Series 65

Hockley, TX

Oppenheimer

Robert Wrobleske is a financial advisor at Oppenheimer with 38 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Oppenheimer since 2009. Oppenheimer serves a broad client base including individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm offers a range of advisory and brokerage services, employing strategic and tactical asset allocation along with diverse investment strategies, and acts as a qualified custodian for assets held at the firm.

Retirement plans for business owners (SEP, solo 401k) Wealth management Active portfolio management Executive Founder/Business Owner
user avatar

Glenn W

Series 63, Series 65, Series 66

Hockley, TX

Empower Advisory Group

Glenn Walker III is a financial advisor with Empower Advisory Group and holds Series 63, 65, and 66 licenses. He has 10 years of industry experience, including prior roles at Rocket Mortgage, Mass Mutual Investors Services, and J.P. Morgan Chase Bank. Outside of advisory work, he is a mortgage loan officer involved with Peak Home Finance LLC and Loan Factory. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, along with Empower Premier IRA and certain retail brokerage clients. The firm’s integrated approach is closely tied to Empower’s recordkeeping and administrative platforms, offering point-in-time financial plans and optional managed account solutions.

General retirement planning Retirement income strategy Social Security optimization Debt management College savings (529s, UTMA, etc.)

Brian L

Series 66

Levelland, TX

Edward Jones

Brian Lewis is a financial advisor with Edward Jones in Levelland, TX, holding a Series 66 designation and 16 years of industry experience. He has been with Edward Jones since 2009. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets with a large national network of advisors and offers a wide range of investment and advisory services under a fiduciary standard.

Retirement income strategy Business ownership considerations Business exit / sale strategy Business succession planning General estate planning guidance Founder/Business Owner Oil & Gas

Austin L

Series 63, Series 66

Hockley, TX

Fidelity

Austin Lowery is a Branch Leader at Fidelity Investments, a role he has held since 2023. In this capacity, he leads a team of financial professionals who assist clients in pursuing their personal and family financial goals by developing personalized strategies. Prior to becoming a Branch Leader, Austin held several positions at Fidelity Investments, including Team Leader for Investment Solutions from 2022 to 2023, Help Desk roles in Fixed Income and Investment Solutions between 2020 and 2022, and Investment Solutions Representative from 2016 to 2020. He also served as a Financial Representative Full Trader in 2016. Austin's career at Fidelity Investments has provided him with extensive experience in investment solutions and client support.

Wealth management

Tanner T

Series 63, Series 66

Levelland, TX

Edward Jones

Tanner Terrell is a financial advisor at Edward Jones with 13 years of industry experience. He has been with Edward Jones since 2012 and holds Series 63 and Series 66 licenses. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, discretionary and non-discretionary strategies, as well as affiliated mutual funds and tax-efficient services.

Retirement income strategy Business ownership considerations Retirement plans for business owners (SEP, solo 401k) Business succession planning General estate planning guidance Founder/Business Owner Intergenerational Families
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Tyson M

Series 66

Levelland, TX

OSAIC

Tyson Meil is a Series 66-registered financial advisor with Osaic Wealth, Inc., based in Levelland, TX, and has one year of industry experience. Prior to joining Osaic in 2024, he held roles including police officer with Brownfield ISD, where he is currently employed, and positions in local government and private sector firms. Outside of advising, he serves as a police officer responsible for campus security and enforcing district policies. Osaic Wealth, Inc. is an SEC-registered investment adviser and FINRA member broker-dealer that provides advisory and brokerage services through a large network of financial advisors. The firm serves a diverse client base, offering various investment programs and leveraging technology-driven asset allocation and portfolio management tools.

Annuities Founder/Business Owner Executive Retired
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