Best Investors Account Sign in
Inactive

Sara Elizabeth Frazier

Arrowroot Family Office, LLC

Rochester Hills, MI

Marina Del Rey, CA

CRD 8242598

Claim This Profile
Employer firm

Arrowroot Family Office, LLC CRD 168744

$431M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)
  • Selection of other advisers
  • Periodicals / newsletters

From the firm’s Form ADV. Read the guides:

Current Employers
Arrowroot Family Office, Llc

4553 Glencoe Avenue Suite 200, Marina Del Rey, CA 90292 • United States

Current Registrations

AuthorityCategoryStatusDate
MI RA APPROVED 2026-03-25
TX RA APPROVED 2026-03-25
  • MI RA
    APPROVED
    Since 2026-03-25
  • TX RA
    APPROVED
    Since 2026-03-25

Branch Locations

725 Barclay Cir, Suite 215, Rochester Hills, MI 48307 • United States

4553 Glencoe Avenue Suite 200, Marina Del Rey, CA 90292 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Mod In The Mitten Bloomfield Hills MI 11/2013 12/2019
Planning Alternatives Birmingham MI 01/2020 01/2026
Arrowroot Family Office, Llc Rochester Hills MI 03/2026 Present
  • 11/2013 → 12/2019
    Mod In The Mitten
    Bloomfield Hills, MI
  • 01/2020 → 01/2026
    Planning Alternatives
    Birmingham, MI
  • 03/2026 → Present
    Arrowroot Family Office, Llc
    Rochester Hills, MI
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-04-09
  • S65 Uniform Investment Adviser Law Examination
    2024-04-09
Designations
  • Certified Financial Planner
Other Names
  • Sara Frazier

View on SEC IAPD

Nearby Firms

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
COMMONWEALTH FINANCIAL NETWORK
LPL FINANCIAL LLC

Nearby Investors

RYAN PATRICK BARRETT
ROBERT MACIEJ TOMASZEWSKI
LANCE JASON SMITH

Nearby Offices

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Rochester Hills, MI
COMMONWEALTH FINANCIAL NETWORK · Rochester Hills, MI
LPL FINANCIAL LLC · ROCHESTER HILLS, MI

More in Rochester Hills, MI

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor