Advisor at Sage Financial Advisors Inc.
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
Scotts Valley, CA
Credentials
CFP®, Series 65
Industry experience
23 years
Sharon Bargetto is a CFP® with 23 years of industry experience and has been with Sage Financial Advisors, Inc. since 2006. She also operates a tax preparation and planning business as a CPA, dedicating significant time to this work annually. Sage Financial Advisors serves individuals, businesses, trusts, charitable organizations, and pension plans, managing approximately $219 million across about 105 client relationships. The firm combines discretionary portfolio management with financial planning, tax services, and educational programming, using fundamental analysis and a mix of mutual funds, fixed income, equities, and ETFs.
Based on Sage Financial Advisors Inc.
Based on Sage Financial Advisors Inc.
Financial planning and consulting fixed fees generally range from $1,000 to $20,000
$0 - $2,000,000: 0.75% $2,000,001 - $5,000,000: 0.50% $5,000,001+: 0.35%
Financial planning and consulting fees generally range from $220 to $375 per hour; tax preparation and tax planning services range from $110 to $375 per hour
Account minimum: $250,000 Minimum fee: Minimum annual fee of $1,875.00 ($468.75 quarterly) for investment advisory services, which may be waived or reduced Fee-only: Investment advisory fees are fee-only, no commissions accepted from sale of securities or products
Scotts Valley, CA
California
Sage Financial Advisors, Inc.
2006 - Present (20 years)
Self-Employed
1993 - Present (33 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
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.
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Michael Wunsch is a financial advisor at WealthDevs in Santa Cruz, CA, holding a Series 65 designation with five years of industry experience. Prior to joining WealthDevs in 2019, he worked at TrueCar from 2012 to 2018. WealthDevs provides investment management, comprehensive financial planning, and personal tax return preparation to individual and high-net-worth clients. The firm employs a passive investment approach with portfolios of index mutual funds and ETFs, complemented by fundamental and cyclical analysis for asset allocation and security selection, and integrates tax planning directly into its advisory services.
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Robert Gaukel is a financial advisor at Newhouse Integrated Financial Advisors LLC with one year of industry experience. He holds a Series 65 credential and also works as a Certified Public Accountant providing tax preparation and strategy services for individuals, as well as a real estate agent involved in property management and buyer/seller transactions. Prior to his current role, he was affiliated with Newhouse and has experience outside finance with Verve Coffee Roasters and Mountain Bikers of Santa Cruz. Newhouse Integrated Financial Advisors LLC offers discretionary portfolio management and financial planning primarily to individual and high-net-worth clients. The firm employs a long-term investment approach combining fundamental analysis with modern portfolio theory, managing a concentrated book of accounts that may include mutual funds, ETFs, equities, fixed income, and occasionally venture capital or private placements.
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