SAGE WEALTH CONSULTING, LLC

Overview

Sage Wealth Consulting, LLC is a small, independent registered investment adviser focused on serving individuals and families with financial planning and portfolio management for individuals and small businesses. The firm operates under an individual-owner model and charges clients via a mix of percentage-of-AUM, hourly, and fixed fees, suggesting flexible engagement structures that can suit both ongoing wealth management relationships and project-based planning work. Investment activity is concentrated in publicly available pooled vehicles—chiefly mutual funds and other public funds—while the firm also allocates to real estate through third‑party external fund managers. Sage Wealth Consulting does not identify as an active ESG investor, and it is not positioned as a multi-state adviser or pension consultant. The asset base and client counts indicate a boutique practice that likely emphasizes personalized advice and hands-on service rather than scale-driven institutional offerings.

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Location & Offices