Advisor at Sagevest Wealth Management
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Mclean, VA 22101
Credentials
CFP®, Series 65
Industry experience
28 years
Jennifer Myers is a CFP® and holds a Series 65 license with 28 years of industry experience. She has been with Sage Financial Management Group, Inc. since 2007 and is currently part of the four-advisor team at SageVest Wealth Management in McLean, VA. SageVest Wealth Management provides comprehensive investment management and wealth planning services to individuals, families, trusts, and small businesses. The firm manages approximately $358.5 million on a discretionary basis, integrating retirement, estate, philanthropic, and cash flow planning, and offers educational seminars and workshops as part of its client engagement.
Based on Sagevest Wealth Management
Based on Sagevest Wealth Management
$0+: 1.00% per annum Not explicitly tiered but fees vary between 0.50% and 1.00% based on asset level and complexity+: Between 0.50% and 1.00% per annum
$200 to $400 per hour for professional services; $80 per hour for administrative support; separate financial planning agreements range from $100 to $500 per hour
Account minimum: $1,000,000 Fee-only: Fee-only financial advisory firm, no commissions or incentives
1320 Old Chain Bridge Road, Suite 250
Mclean, VA 22101
Texas · Virginia
Sage Financial Management Group, Inc.
2007 - Present (19 years)
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