Firm Information
Compensation
Fixed/HourlyFirm Size
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Fee Structure
Nectarine Financial offers three types of services: The Hour Services (hourly rate less than $500), The Plan Services (flat fee less than $10,000), and Ongoing Financial Planning Services (flat fee ranging from $100 to $3,000 per quarter). Fees are negotiable, and payable via credit card or ACH. Refunds may be issued at the Adviser's discretion. Clients may incur additional third-party fees.
Areas of Practice
Advisor Information
Office location
Cincinnati, OH
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Sara Marianne Richart YoungRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Sara owns Queen City Rents, a long-term single-family real estate rental business, since 2012. She spends minimal time on general management tasks such as collecting rents and handling tenant requests.
Employment History
Current Registrations
Nectarine
Live and Give Financial
Previous Registrations
Foster & Motley INC
State Registrations2 states
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