Sara Frazier has been an investment adviser representative at Arrowroot Family Office since March 2026, and is not listed among the firm’s executive officers or direct owners. Sara Frazier holds a Bachelor of Arts in Psychology and Business Management from the University of Michigan-Dearborn. Sara Frazier studied at Stockton University.
Arrowroot Family Office, LLC is a Marina Del Rey, CA firm with $431M under management, 1,415 clients and 10 advisers across 9 offices, as of its March 2026 filing.
Sara Frazier is Vice President, Wealth Advisor and Financial Planner at Arrowroot Family Office. Her work covers retirement planning, managing investments, reducing taxes, and building plans for the next generation. Before joining Arrowroot Family Office, she spent several years working with high-net-worth clients, building personalized financial plans and helping train the next generation of financial advisors.
- Arrowroot Family Office, LLCCurrent– present · under a yearRochester Hills, MI · Adviser representative · Firm CRD 168744
Investment adviser representative registrations
Sara Frazier is registered as an investment adviser representative in 2 states. Each was approved in March 2026.
- MichiganSince 25 March 2026
- TexasSince 25 March 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 9 April 2024 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Sara Elizabeth Frazier
- CRD
- 8242598
- Firm
- Arrowroot Family Office · CRD 168744
- Office
- 725 Barclay Cir, Suite 215, Rochester Hills, MI 48307
- Registration
- Investment adviser registration
- In the industry since
- March 2026
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- arrowrootadvisors.com
Where does Sara Frazier work?
Sara Frazier is an investment adviser representative registered through Arrowroot Family Office, LLC since March 2026, and is not listed among the firm’s executive officers or direct owners.
Is Sara Frazier a financial advisor?
Yes. Sara Frazier has a current investment-adviser registration in Michigan and Texas, through Arrowroot Family Office since March 2026.
How many years of experience does Sara Frazier have?
Sara Frazier has 0 years in the financial industry, since March 2026, across 1 adviser firm.
What exams has Sara Frazier passed?
Sara Frazier passed the Series 65 in April 2024.
Where is Sara Frazier based?
Sara Frazier’s registered office is in Rochester Hills, MI.
Is Sara Frazier registered with FINRA?
No. Sara Frazier has no current broker registration.
How can I verify Sara Frazier’s record?
Search CRD 8242598 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Sara Frazier’s full registration record.
