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Sara Elizabeth Frazier

Arrowroot Family Office, LLC

Rochester Hills, MI

Marina Del Rey, CA

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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
Other Names
  • Sara Frazier

View on SEC IAPD

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Other Offices

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Rochester Hills, MI
COMMONWEALTH FINANCIAL NETWORK · Rochester Hills, MI
LPL FINANCIAL LLC · ROCHESTER HILLS, MI
CITIZENS SECURITIES, INC. · ROCHESTER HILLS, MI
LPL FINANCIAL LLC · ROCHESTER HILLS, MI
ARROWROOT FAMILY OFFICE, LLC · Rochester Hills, MI
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