Adam Greene
Sage Financial Group · West Conshohocken, Pennsylvania
Adam Greene is a fee-only financial advisor at Sage Financial Group in West Conshohocken, Pennsylvania, who holds the CFP credential. Adam focuses on estate & legacy planning, tax planning and real estate investors. Sage Financial Group reports charging a percentage of assets, fixed fees and performance-based fees on its Form ADV.
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Specialties
Who they serve
- Ultra high net worth
Facts
| Firm | Sage Financial Group |
|---|---|
| Based in | West Conshohocken, Pennsylvania |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees · Performance-based fees |
| Assets under management | $4.29B across 4,334 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in PA · CRD 5869169 |
| Exams passed | Series 65 (2017) |
| Firm size | 28 employees |
| Disclosures | None reported |
| Website | www.sagefinancial.com |
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Questions about Adam
Is Adam Greene a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Adam holds no broker registration, and Sage Financial Group reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Adam charge for financial advice?
Adam's firm, Sage Financial Group, reports charging a percentage of assets, fixed fees and performance-based fees on its SEC Form ADV.
Where is Adam Greene based?
Adam Greene is based in West Conshohocken, Pennsylvania.
What does Adam specialize in?
Adam's specialties include estate & legacy planning, tax planning, real estate investors and family wealth transfer. Adam works with ultra high net worth.
What credentials does Adam Greene hold?
Adam Greene holds the CFP credential.
Is Adam Greene registered with the SEC?
Yes. Adam Greene is registered as an investment adviser representative in PA (CRD 5869169), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Sage Financial Group manage?
Sage Financial Group reports $4.29B across 4,334 accounts in assets under management.
How do I contact Adam Greene?
Through Adam's website, www.sagefinancial.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Sage Financial Group website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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