Equistar Wealth Management LLC

Equistar Wealth Management LLC (CRD# 148445) is a financial advisory firm headquartered in Austin, TX. They manage $106,952,187 in 164 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    107
    MILLION
  • Total Number of Accounts
    164
    ACCOUNTS
  • Average Account Value
    $652,147
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • 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

Financial Advisors at Equistar Wealth Management LLC
Showing 1 - 2 of 2 top financial advisors.
1
Jenny G. Fleming
CRD#: 5149037
901 South Mopac Expressway, Plaza One, Suite 300, Austin, TX 78746
103
Wealthminder
score

Jenny Fleming (CRD# 5149037) is an Investment Advisor Representative working at Equistar Wealth Management LLC in Austin, TX and has 24 year of experience in the finance industry. Jenny Fleming has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination,pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which putclients' interests first and comply with the Financial Planning Practice Standards.

2
Sara L. Seely
CRD#: 4471515
901 South Mopac Expressway, Plaza One, Suite 300, Austin, TX 78746
103
Wealthminder
score

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.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Disclosure
Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.