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Sarah Jayne St. Onge

Advisor at Edelman Financial Engines — Franklin, NH

Updated today

Credentials

Series 65

Experience

1 year

Location

Franklin, NH

Edelman Financial Engines logo

Edelman Financial Engines

Institution

Total advisors

724

Across 322 offices

Clients per advisor

659 Very High

Avg AUM per client

$375,508 Low

HNW client ratio

10% Low

About

Sarah St. Onge is a financial advisor at Edelman Financial Engines with one year of industry experience. She holds a Series 65 designation and has previous work history that includes roles at New Hampton School and King Philip Regional School District. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm uses a committee-driven, proprietary modeling process combined with planner delivery and online tools to offer diversified, long-term investment solutions.

Client services

Based on Edelman Financial Engines

Financial planning Portfolio management Pension consulting Selection of other advisers Newsletters or periodicals Educational seminars or workshops

Expertise

Based on Edelman Financial Engines

Retirement income strategy General retirement planning Tax-loss harvesting Private / alternative investments Concentrated stock management

Occupation focus

Based on Edelman Financial Engines

Retired Founder/Business Owner

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Fee options

Fixed

Up to $10,000 one-time fee for financial plans (waivable). Some clients may have negotiated flat fees not exceeding 1.75% AUM.

Percentage

$0 - $400,000: 1.75% $400,001 - $750,000: 1.25% $750,001 - $1,000,000: 1.00% $1,000,001 - $3,000,000: 0.75% $3,000,001 - $10,000,000: 0.60% $10,000,001 - $25,000,000: 0.50% $25,000,000 - Negotiable: Negotiable

Project-based

Up to $10,000 one-time fee for financial plan development (can be waived). Online Advice up to $300/year.

Subscriptions

Online Advice fees up to $300 per year, payable in advance by credit card.

Other

Account minimum: $5,000 for Wrap Fee Program legacy EFS clients (may be reduced or waived at discretion), $500,000 for institutional clients (may be waived or reduced at discretion), $10,000 for Workplace IRA (may be waived), $5.00 for defined contribution plan participants prior to transactions. Minimum fee: $225 minimum quarterly fee may apply for Personal Advisor clients. Fee-only: Fees based on assets under management as per tiered schedule; no commissions.

Location

See office

Franklin, NH

Franklin NH

Advisors at this office

1

Most active in

New Hampshire · Texas

Work history

1 year of industry experience

Edelman Financial Engines

2025 - Present • 1 year

Santa Clara, CA

New Hampton School

2023 - 2025 • 2 years

New Hampton, NH

King Philip Regional School District

2021 - 2023 • 2 years

Wrentham, MA

Student

2020 - 2021 • 1 year

Worcester, MA

The Hanover Insurance Group

2020 - 2020 • 1 year

Worcester, MA

Student

2020 - 2020 • 1 year

Worcester, MA

Worcester Polytechnic Institute (WPI)

2019 - 2019 • 1 year

Worcester, MA

Worcester Polytechnic Institute (WPI)

2019 - 2019 • 1 year

Worcester, MA

Student

2017 - 2018 • 1 year

Worcester, MA

Rivers Day Camp

2017 - 2017 • 1 year

Weston, MA

Student

2015 - 2017 • 2 years

Wrentham, MA

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Brandon A

Series 63, Series 65

Tilton, NH

The Ivy League Advisory Group, LLC

Brandon Archibald is a financial advisor at The Ivy League Advisory Group, LLC with 13 years of industry experience. He has held Series 63 and Series 65 licenses and has been with his current firm since 2014. Outside of his advisory role, he maintains an active insurance practice. The Ivy League Advisory Group provides investment advice and planning primarily to individuals, high-net-worth clients, and retirement plans, offering non-discretionary asset management, financial planning, and limited-scope ERISA 3(21) plan services. The firm also arranges relationships with third-party money managers and hosts public educational seminars.

Retirement income strategy Social Security optimization General tax planning Wealth management Retirement plans for business owners (SEP, solo 401k)
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Christopher D

Series 65

Gilford, NH

C2C Wealth Management, LLC

Christopher Della Valle is the sole advisor at C2C Wealth Management, LLC in Gilford, NH. He holds a Series 65 designation and has over seven years of experience in advisory roles, including nine years with DV Consulting Group LLC and a year at Dunkin' Donuts LLC. C2C Wealth Management provides discretionary wealth management and financial planning services to individuals, high-net-worth clients, trusts, and estates. The firm constructs portfolios using ETFs, individual stocks and bonds, and independent managers when appropriate, emphasizing fundamental analysis and a long-term investment orientation.

Wealth management Passive / index investing College savings (529s, UTMA, etc.)
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Markus C

Series 65

Tilton, NH

The Ivy League Advisory Group, LLC

Markus Cole is a financial advisor with The Ivy League Advisory Group, LLC, holding a Series 65 credential. He has been affiliated with the firm since 2019 and has prior experience as a sole proprietor. The Ivy League Advisory Group provides investment advice and planning primarily to individuals, high-net-worth clients, and retirement plans through non-discretionary asset management, financial planning, and limited-scope ERISA 3(21) plan services. The firm also offers access to 529 college-savings options, arranges relationships with third-party money managers, and holds public educational seminars and workshops.

Retirement income strategy Social Security optimization General tax planning Wealth management Retirement plans for business owners (SEP, solo 401k)
user avatar

Peter L

Series 65

Tilton, NH

The Ivy League Advisory Group, LLC

Peter Laufenberg is a financial advisor at The Ivy League Advisory Group, LLC with nine years of industry experience. He holds a Series 65 credential and has been with the firm since 2016. In addition to his advisory role, he maintains an active insurance practice. The Ivy League Advisory Group provides investment advice and planning primarily to individuals, high-net-worth clients, and retirement plans, offering non-discretionary asset management, ongoing financial planning, and limited-scope ERISA 3(21) plan services. The firm also arranges relationships with third-party money managers and offers public educational seminars and workshops.

Retirement income strategy Social Security optimization General tax planning Wealth management Retirement plans for business owners (SEP, solo 401k)
user avatar

Luis T

Series 65

Franklin, NH

Independence Financial Advisors, LLC

Luis Trigueros is a financial advisor at Independence Financial Advisors, LLC with a Series 65 designation and two years of industry experience. Prior to joining Independence Financial Advisors, he worked at Lockwood Hills Federal, LLC and has held positions in healthcare and mental health organizations. Independence Financial Advisors primarily serves individual clients, including high-net-worth households, offering separately managed account portfolio management and financial planning services. The firm manages assets on both discretionary and non-discretionary bases using defined model allocations and an internal approved list of securities.

Wealth management General retirement planning
user avatar

Greg R

Series 63, Series 65

Gilford, NH

Hampshire Family Office

Greg Reidy is a financial advisor at Hampshire Family Office with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Four Points Capital Partners and Fieldpoint Private Securities, LLC. Reidy serves as CEO and registered investment advisor representative at Hampshire Family Office. Hampshire Family Office provides discretionary and non-discretionary investment management, financial planning, and consulting primarily to high-net-worth individuals, families, trusts, qualified purchasers, and institutional clients. The firm employs a variety of analytical methods and strategies, including tactical asset allocation and direct indexing, and manages approximately $884 million with a focus on concentrated, family-office style client relationships.

Options & derivatives strategies Private / alternative investments
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