SageGuard Financial Group, LLC

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Total assets under management

$607,720,000

Total clients

2,284

4% high-net worth

Total advisors

of 12 employees

Firm size

Multi Team

Average clients per advisor

190

Average account size

$266,077

Client services

Financial planning Portfolio management Selection of other advisers Educational seminars or workshops

Fee options

Fixed

Fixed fees for financial planning services ranging from $200 to $2,000, payable one-third upfront with remainder due upon presentation of the plan.

Percentage

$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)

Commissions

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.

Project-based

Financial planning services charged at $100 per hour, billed in six-minute increments, minimum two hours payable upon agreement.

Disclosures

Business activities & affiliations

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.

Main office location

SageGuard Financial Group, LLC

3066 Business Park Circle

Goodlettsville TN 37072, United States

Number of offices

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

X Website (615) 859-4567

Advisors at this firm

Jeffrey A

Series 65

Goodlettsville, TN

SageGuard Financial Group, LLC

Lukas S

Series 66

Goodlettsville, TN

SageGuard Financial Group, LLC

Jeffrey W

Series 63, Series 65

Goodlettsville, TN

SageGuard Financial Group, LLC

Darwin J

Series 63, Series 66

Goodlettsville, TN

SageGuard Financial Group, LLC

Patrick W

Series 65

Spring, TX

SageGuard Financial Group, LLC

John E

CFP®, Series 65

Savannah, GA

SageGuard Financial Group, LLC

Paul G

Series 66

Goodlettsville, TN

SageGuard Financial Group, LLC

Chad W

Series 65

Goodlettsville, TN

SageGuard Financial Group, LLC

David P

Series 63, Series 65

Goodlettsville, TN

SageGuard Financial Group, LLC

Mariah B

Series 65

Nacogdoches, TX

SageGuard Financial Group, LLC

Hannah J

Series 65

Goodlettsville, TN

SageGuard Financial Group, LLC

Jacob F

Series 65, Series 66

Phoenix, AZ

SageGuard Financial Group, LLC

David C

Series 65

Goodlettsville, TN

SageGuard Financial Group, LLC

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