Advisor at SageGuard Financial Group, LLC
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.
Fixed fees for financial planning services ranging from $200 to $2,000, payable one-third upfront with remainder due upon presentation of the plan.
$0 - $250,000: 1.80% annually (total client fee) $250,001 - $750,000: 1.60% annually (total client fee) $750,001 - $1,000,000: 1.40% annually (total client fee) $1,000,001+: 1.20% annually (total client fee)
Investment adviser representatives may accept commissions for sale of securities and insurance products, but commissions are not the primary source of income and advisory fees are not reduced to offset commissions.
Financial planning services charged at $100 per hour, billed in six-minute increments, minimum two hours payable upon agreement.
SageGuard Financial Group, LLC
2026 - Present (1 year)
Pineywoods Financial Services
2024 - Present (2 years)
Lovelady Directional Drilling
2019 - 2024 (5 years)
Cypress Environmental Services
2019 - Present (7 years)
Castilaw Environmental Services
2017 - 2019 (2 years)
U.S. Forest Service
2016 - 2017 (1 year)
Timber Pro Forest Service
2016 - 2016 (1 year)
Texas Tech University
2015 - 2016 (1 year)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
CFP®, ChFC®, Series 66
Nacogdoches, TX
Edward Jones
CFP®, ChFC®, Series 66
Nacogdoches, TX
Edward Jones
CFP®, Series 66
Nacogdoches, TX
Edward Jones
CFP®, Series 63, Series 66
Nacogdoches, TX
Edward Jones
CFP®, Series 66
Nacogdoches, TX
Edward Jones
Series 63, Series 66
Nacogdoches, TX
Edward Jones
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