Equistar Wealth Management LLC
Equistar Wealth Management LLC (CRD# 148445) is a financial advisory firm headquartered in Austin, TX. They manage $171,601,127 in 57 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management172MILLION
Total Number of Accounts57ACCOUNTS
Average Account Value$3,010,546
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
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.
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.