Sabadoodle
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$2,000,000
Clients
24
0% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
24
TypicalAverage account size
$83,333
About
Sabadoodle focuses on the financial wellbeing of veterinarians, particularly early-career practitioners, and offers two primary services: a cohort-based Sabadoodle 90-Day Money Mentorship Program and ongoing investment management. The firm operates as a single-advisor registered investment adviser with roughly $2 million in assets and a small client base that includes individuals and some corporate clients.
The firm emphasizes structured financial education alongside portfolio management, building individualized investment policies and largely implementing passive asset-allocation models through third-party money managers and the Betterment for Advisors platform. It also provides retirement-account advice and acts as a fiduciary under ERISA/IRC when advising on retirement plan accounts, incorporating cash-flow, tax, and student-loan considerations into account supervision.
Distinctive elements include the small-group mentorship cohorts (live sessions plus self-paced lessons), a required budgeting app subscription (YNAB) for program participants, continuing-education credit approval for veterinary professionals, and formal partnerships with veterinary associations that may sponsor cohorts. Uncommonly for a solo adviser of this size, the firm advises on retirement-plan/pension-related matters and the principal holds a Certified Student Loan Professional designation, reflecting an explicit focus on student-loan and workplace financial issues.
Client services
Financial planning
Portfolio management
Selection of other advisers
Expertise
Student loan debt
Cash flow / budgeting
Occupation focus
Veterinarian
Demographic focus
Young Professionals
Fee options
$895 per participant for the Sabadoodle 90-Day Money Mentorship Program; reduced fee of $795 for certain association members
$14.99 per month for YNAB budgeting application (paid directly to YNAB, not affiliated with GUWA)
Main office location
Sabadoodle
Princeton NJ, United States
Number of offices
1
Most active in
Sabadoodle has reported serving >5 clients in these states in the last 12 months.
New Jersey · New York
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
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:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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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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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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