Sage Financial Advisors Inc.

RIASEC Registered

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 SEC-registered since 2001. The firm is structured as a corporation and is owned by a domestic entity/individual. Its client focus is individual and family relationships, and its stated advisory services include financial planning, portfolio management for individuals and small businesses, pension consulting services and educational seminars or workshops. Sage charges a mix of percentage-of-AUM, hourly, fixed and other fee arrangements and does not position itself as a capital allocator. ESG considerations are not a stated part of the investment approach.