S
Sapphire Wealth Consulting, Inc.
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$51,625,005
This total excludes 1 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Total clients
74
32% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
74
Average account size
$697,635
About
Sapphire Wealth Consulting, Inc. serves individual and high‑net‑worth households as well as retirement plans, providing ongoing portfolio management and financial planning services. The firm also offers retirement plan consulting and can serve in ERISA fiduciary roles (3(21) and/or 3(38)) for sponsored plans.
Investment advice is documented in an Investment Policy Statement and delivered through a mix of discretionary and non‑discretionary management that combines strategic asset allocation, tactical adjustments, fundamental analysis, and quantitative techniques. The firm works across a broad set of instruments—including mutual funds, equities, fixed income, real estate funds, private equity and private credit, and a range of ETFs (including inverse, leveraged, covered‑call, buffered/target outcome and crypto‑linked ETFs)—and monitors higher‑risk holdings when clients request exposure.
Compared with many solo independent advisers, Sapphire places notable emphasis on ongoing pension consulting and serving as a plan fiduciary, a service that is statistically less common among peers. The firm manages client assets in‑house rather than selecting third‑party managers and typically recommends a single custodian, which influences its trading, aggregation, and reporting practices.
Client services
Financial planning
Portfolio management
Pension consulting
Expertise
Private / alternative investments
Real estate investing
Options & derivatives strategies
ESG / Sustainable investing
Fee options
Financial Planning Fees: $1,000 to $1,500 per plan; Retirement Planning Review: $5,000 flat fee
$0 - $1,000,000: 1.00% annually $1,000,001+: 0.75% annually
Annual retainer fee available, negotiable based on scope of relationship
Account minimum: $100,000 Minimum fee: $1,000 annual minimum fee for new clients, negotiable and may be waived at discretion
Main office location
Sapphire Wealth Consulting, Inc.
1102 A1 A North, Suite 202
Ponte Vedra Beach FL 32082, United States
Number of offices
2
Most active in
Sapphire Wealth Consulting, Inc. 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
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