Oxbow Advisors
47yrs
Top advisor by experience in Austin
5yrs
Sarah Stackpole
Financial advisor at MML Investors Services
Sarah Stackpole is a fiduciary financial advisor in Austin, Texas, with 5 years in the industry. Sarah joined MML Investors Services in 2021, a firm offering financial planning, investment management, and retirement plan consulting. The firm is paid through a percentage of assets, hourly fees, and flat fees.
One of 3498 advisors with offices in Austin, and one of 3168 fiduciaries.
At a glance
Experience5 years (since 2021)
How that compares ?5 years in the industry
Office807 Las Cimas Parkway Building 2, Suite 275, Austin, TX 78746
How the firm is paid ?Percent of assets, Hourly, Flat fee, Other
Typical client at the firm ?$249,379
Advisors at the firm5,093
States licensed ?1 state
Services through MML Investors Services
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- 2021 – nowMML Investors Services, LLCCurrent firm
Questions to ask Sarah
Tailored to Sarah’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Sarah
How do I contact Sarah?
Call MML Investors Services at (413) 226-0000 and ask for Sarah Stackpole. Sarah works from the Austin, TX office.
How long has Sarah been a financial advisor?
Sarah has been in the industry since 2021, about 5 years. 5 years in the industry.
What licenses does Sarah hold?
Series 66. Tap any license on this page to see what it allows.
Is Sarah a fiduciary?
Sarah is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Sarah paid?
MML Investors Services reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, other fees. Ask Sarah for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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