Sara Seely, financial advisor Austin TX

Sara Seely

CRD Number: 4471515
Current Firm: Equistar Wealth Management LLC
Compensation Model: Fee Only

Sara Seely provides investment management and comprehensive financial planning to busy professionals and their families.  Sara’s clients value the personal attention and high level of customized advice offered at Equistar.  Acting as personal CFO for her clients, Sara works through complex financial issues to plan for a successful future. 

Previously, Sara was senior advisor at Durbin Bennett Private Wealth Management, and a founding member and director of research at WaterStreet Investment Consultants, an institutional investment consulting firm managing over $2 billion. At WaterStreet, Sara led the firm’s Investment Committee responsible for investment manager due diligence and capital markets research. She began her career as an analyst in the Institutional Consulting Group at Smith Barney, where she was named Divisional Analyst of the Year.

Sara has valuable experience helping large institutional clients, including pension plans, endowments, foundations and 401(k), select the proper allocation to meet the needs of each plan. She regularly draws from these investment principles to help individuals and families achieve their financial goals.

She earned a bachelor of business administration degree in finance, summa cum laude, from Texas Tech University. She earned a Chartered Financial Analyst (CFA) designation, and served on the Board of Directors of the CFA Society of Austin for 7 years, including a term as President in 2012. She has been recognized as “Five Star Wealth Manager – Best in Client Satisfaction” by Texas Monthly and was a finalist in the 2016 Austin Under 40 Awards.  Sara serves on the Investment Committee for Austin Community Foundation as well as Hospice Austin.  She is a member of the Development Council for SAFE Alliance, a partnership between SafePlace and Austin Children’s Shelter.  Sara is also a member of the Women’s Fund of Central Texas where she serves on the grants committee.

A native Texan, Sara has lived in Austin for over 14 years where she enjoys live music, cycling and the outdoors. She and her husband Chad stay busy with their two daughters, family and friends.

CONTACT
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Professional Designations
Company Name Location Dates Years
Equistar Wealth Management Austin, TX Apr 2013 - Current 7
Durbin Bennett Peterson Private Wealth Management, LLP Austin, TX Sep 2008 - Apr 2013 4
Eklektikos Capital Management, LP Austin, TX Jun 2005 - Aug 2008 3
Waterstreet Investment Consultants, LLC Austin, TX Sep 2004 - Aug 2008 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Feb 2002
Contact Info for Sara L. Seely
Phone Number: 512-250-2277
Firm Website: http://www.eswealth.com
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    158
    MILLIONS
  • Total Number of Accounts
    262
    ACCOUNTS
  • Average Account Value
    $603,492
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

TX

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