Overview
Assets Under Management: $127 million
Headquarters: GEORGETOWN, TX
High-Net-Worth Clients: 97
Average Client Assets: $1.2 million
Frequently Asked Questions
SAGE WEALTH PLANNING is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #300747), SAGE WEALTH PLANNING is subject to fiduciary duty under federal law.
SAGE WEALTH PLANNING is headquartered in GEORGETOWN, TX.
SAGE WEALTH PLANNING serves 97 high-net-worth clients according to their SEC filing dated March 02, 2026. View client details ↓
According to their SEC Form ADV, SAGE WEALTH PLANNING offers financial planning, portfolio management for individuals, and pension consulting services. View all service details ↓
SAGE WEALTH PLANNING manages $127 million in client assets according to their SEC filing dated March 02, 2026.
According to their SEC Form ADV, SAGE WEALTH PLANNING serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting
Clients
Number of High-Net-Worth Clients: 97
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 93.64%
Average Client Assets: $1.2 million
Total Client Accounts: 415
Discretionary Accounts: 413
Non-Discretionary Accounts: 2
Regulatory Filings
CRD Number: 300747
Filing ID: 2060144
Last Filing Date: 2026-03-02 15:54:59