Sage Wealth Consulting, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$11,965,594
Total clients
32
47% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
32
Average account size
$373,925
About
Sage Wealth Consulting advises individual and high‑net‑worth clients, offering discretionary portfolio management alongside both comprehensive and project‑based financial planning. Its planning services cover retirement, estate, tax and business succession planning and include specialized transition and surviving‑spouse support as standalone offerings.
The firm constructs client‑specific investment policy statements and applies Modern Portfolio Theory to set asset‑allocation targets, implementing primarily passive portfolios composed of index mutual funds and ETFs on a discretionary basis. It provides ongoing monitoring and periodic reviews and generally recommends custody through an institutional brokerage platform to execute trades and hold client assets.
Distinctive features for a single‑advisor practice include a subscription‑style comprehensive planning model with continuing oversight plus fixed‑fee or hourly project engagements for complex matters, including dedicated surviving‑spouse coordination and transition services. The firm’s principal is a CFP® professional who also maintains a limited real‑estate practice, and the firm operates from two offices despite having a single advisor and no additional staff.
Client services
Financial planning
Portfolio management
Expertise
Business exit / sale strategy
Cash flow / budgeting
Fee options
Project Based Financial Planning fixed fees ranging from $3,000 to $40,000 based on complexity and scope.
$0 - $1,000,000: 1.00% $1,000,001 - $5,000,000: 0.80% $5,000,001 - $15,000,000: 0.60% $15,000,001+: 0.40%
Project Based Financial Planning hourly rate of $400/hour.
Fee-only: Comprehensive Financial Planning fees: Upfront Planning Fee ($5,000 to $18,000) plus Quarterly Fee ($1,250 to $4,500); Project Based Financial Planning fixed fees range from $3,000 to $40,000 or hourly rate of $400/hour.
Main office location
Sage Wealth Consulting, LLC
6151 Lake Osprey Drive, Suite 300
Sarasota FL 34240, United States
Number of offices
2
Most active in
Sage Wealth Consulting, LLC has reported serving >5 clients in these states in the last 12 months.
Florida · Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
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