Sage Wealth Planning, LLC

EST. AUM
$127,014,612

CONTACTS
3

CLIENT ACCOUNTS
415

Firm Details

Metro area San Antonio
CRD Number 300747
Website sagewealthplans.com
Client types

Overview

Sage Wealth Planning is a fee-only, fiduciary financial advisory firm established in 2019, with offices in Traverse City, Michigan, and Georgetown, Texas. The firm serves clients virtually across the United States. It specializes in comprehensive, planning-centric wealth management, aiming to help individuals and families navigate the complexities of modern financial decision-making. Sage Wealth Planning offers a range of services, including cash flow planning, investment management, income tax planning, retirement planning, estate and legacy planning, education planning, and risk management. Their investment strategy employs a core and satellite approach, focusing on diversification, tax efficiency, and alignment with clients' financial goals. The firm provides three service models tailored to clients' needs: an advice-only model, a comprehensive wealth management model, and a specialized model for business owners. Fees are transparent and based on the complexity of the client's financial situation, starting at $2,400 for advice-only services. Sage Wealth Planning emphasizes personalized guidance, aiming to empower clients to make informed financial decisions and achieve their long-term objectives.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

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

Sage Wealth Planning, LLC

Platform Details

Investment Preferences

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