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Saga Financial Management

EST. AUM
$107,000,000

CONTACTS

CLIENT ACCOUNTS
247

Firm Details

Metro area Austin
CRD Number 158732
Website sagaorp.com
Client types

Overview

Saga Financial Management is an independent, fee-based RIA based in Austin, Texas. The firm primarily serves university ORP and TSA participants and other Texas families seeking retirement and portfolio management support. Its offering includes discretionary investment management, personal portfolios, and hourly consultation. The firm is led by founder Charlie Sawtelle, CFP, and reported approximately $107 million in regulatory assets in the most recent ADV-derived data reviewed. Its investment approach emphasizes customized diversification, low-cost funds, and ongoing oversight rather than model-driven allocation.

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Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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