Pacific Sage Partners, LLC

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Client assets under management

$946,173,807

Clients

804

28% high-net worth

Advisors

of 8 employees

Firm type

Team

4-10 advisors or $500M+ in AUM

Clients per advisor

201

Very High

Average account size

$1,176,833

About

Pacific Sage Partners serves individuals (including high net worth individuals), trusts, estates, charitable organizations, and businesses with discretionary investment management and broader wealth management services. The firm also provides stand‑alone financial planning and consulting and retirement plan advisory services designed to assist plan sponsors in meeting ERISA fiduciary obligations.

Pacific Sage develops customized portfolios and asset allocations based on each client’s goals, risk tolerance, and financial situation, operating under a documented fiduciary standard and ongoing personal client contact. Its investment process relies on fundamental and technical analysis with a generally long‑term orientation, while allowing for rebalancing or shorter‑term trades as needed and the use of ETFs, mutual funds, individual securities, Independent Managers, and third‑party model portfolios.

What distinguishes Pacific Sage is its scale relative to team size: the firm reports roughly 804 clients and about $986 million in assets managed by four advisors, implying more than 200 clients and over $200 million in AUM per advisor—levels that are uncommon for similar team firms. The firm’s operating model also combines delegated management (including Independent Managers and participation in the Nucleus model marketplace provided by Advyzon Investment Management LLC) with 3(21) retirement plan advisory services, reflecting a mix of platform-driven and fiduciary plan work not typical for many peers.

Client services

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Wealth management Retirement plans for business owners (SEP, solo 401k)

Fee options

Fixed

Fixed fees for financial planning services based on expected hours at hourly rates

Percentage

0.50% to 1.25% annually based on factors such as scope, asset level, and relationship complexity

Project-based

$100 to $500 per hour for financial planning services

Other

Fee-only: Investment advisory fees 0.50% to 1.25% annually; Retirement plan advisory fees up to 1.00% annually; Financial planning hourly fees $100 to $500 per hour; Fixed fees based on expected hours for financial planning engagements

Main office location

Pacific Sage Partners, LLC

505 5 Th Avenue South, Suite 104

Edmonds WA 98020, United States

Number of offices

Most active in

Arizona · California · Colorado · Idaho · Louisiana · Montana · New Hampshire · Oregon · Texas · Washington

Disclosures

Business activities & affiliations

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.

Forms ADV

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

Quick links

LinkedIn Website (206) 533-0500

Advisors at this firm

Colin G

CFP®, Series 66

Edmonds, WA

Pacific Sage Partners, LLC

Colin Gray is a CFP® and Series 66-registered financial advisor with 14 years of industry experience. He is currently with Pacific Sage Partners, LLC, where he has worked since 2022. Prior to this, he was with Tradewinds Capital Management, LLC for three years and Charles Schwab & Co., Inc. for six years. Pacific Sage Partners is an SEC-registered advisory firm serving individuals, high net worth clients, trusts, estates, charitable organizations, and businesses. The firm employs long-term, customized investment strategies using ETFs, mutual funds, individual securities, and Independent Managers, alongside fundamental and technical analysis and ongoing portfolio monitoring.

Wealth management Retirement plans for business owners (SEP, solo 401k)

William C

Series 63, Series 66

Edmonds, WA

Pacific Sage Partners, LLC

William Cantus is a financial advisor at Pacific Sage Partners, LLC with 19 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at Johnson Sterling, Inc. and WR Cantus Group, LLC. Pacific Sage Partners is an SEC-registered advisory firm serving individuals, high net worth clients, trusts, estates, charitable organizations, and businesses. The firm offers wealth management, discretionary portfolio management, financial planning, and retirement plan advisory services, utilizing long-term, customized strategies primarily composed of ETFs, diversified mutual funds, individual securities, and Independent Managers.

Wealth management Retirement plans for business owners (SEP, solo 401k)

Mark A

Series 63, Series 66

Edmonds, WA

Pacific Sage Partners, LLC

Mark Anderson is a financial advisor at Pacific Sage Partners, LLC with 17 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at Tradewinds Capital Management, LLC for ten years. Pacific Sage Partners is an SEC-registered advisory firm serving individuals, high net worth clients, trusts, estates, charitable organizations, and businesses. The firm offers wealth management, discretionary portfolio management, financial planning, and retirement plan advisory services, using long-term, customized strategies built from ETFs, mutual funds, individual securities, and Independent Managers.

Wealth management Retirement plans for business owners (SEP, solo 401k)

James M

Series 65

Edmonds, WA

Pacific Sage Partners, LLC

James Mcbarron is a financial advisor at Pacific Sage Partners, LLC with four years of industry experience. He holds a Series 65 designation and previously worked at Paul R. Ried Financial Group and Milliman. Pacific Sage Partners is an SEC-registered advisory firm serving individuals, high net worth clients, trusts, estates, charitable organizations, and businesses. The firm focuses on long-term, customized investment strategies using ETFs, mutual funds, individual securities, and Independent Managers, supported by fundamental and technical analysis and regular portfolio monitoring.

Wealth management Retirement plans for business owners (SEP, solo 401k)

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