SAGE FINANCIAL ADVISORS INC.

RIASEC RegisteredEst. 2001

Total AUM

$270M

Discretionary

$270M

100% of AUM

Avg account

$777K

Accounts

348

Employees

Advisory reps

Firm details

Headquarters: Scottsdale, Arizona
CRD number: 116933
Registered since: November 16, 2001
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees, Other
Client types: HNWI91.97%
Individuals6.15%
Pension & Profit Sharing Plans1.42%
Charitable Organizations0.46%
Services: Financial PlanningPortfolio Management for IndividualsPension ConsultingEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Sage Financial Advisors Inc. is an independent registered investment adviser that has been operating since 2001 and focuses on serving individual and family clients. The firm offers a mix of advisory services, including comprehensive financial planning, portfolio management for individuals and small businesses, pension consulting, and investor education via workshops and seminars. Fee arrangements are flexible and include percentage-of-AUM billing as well as hourly and fixed-fee engagements. Sage does not identify as an active ESG investor and is not positioned as a capital allocator to private third-party funds.