Andrew Holemon
Sage Financial Advisors · Scottsdale, Arizona
Andrew Holemon is a fee-only financial advisor at Sage Financial Advisors in Scottsdale, Arizona, who holds the CFP and PFS credentials. Sage Financial Advisors reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Sage Financial Advisors |
|---|---|
| Based in | Scottsdale, Arizona |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $270.3M across 348 accounts |
| Credentials | CFP · PFS |
| SEC registration | Investment adviser representative in AZ, TX · CRD 6485875 |
| Exams passed | Series 65 (2015) |
| Firm size | 7 employees |
| Disclosures | None reported |
How Andrew's firm compares
- Sage Financial Advisors's average account is about $777,000, from its Form ADV (assets managed divided by 348 accounts).
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Questions about Andrew
Is Andrew Holemon a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Andrew holds no broker registration, and Sage Financial Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Andrew charge for financial advice?
Andrew's firm, Sage Financial Advisors, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Andrew Holemon based?
Andrew Holemon is based in Scottsdale, Arizona.
What credentials does Andrew Holemon hold?
Andrew Holemon holds the CFP and PFS credentials.
Is Andrew Holemon registered with the SEC?
Yes. Andrew Holemon is registered as an investment adviser representative in AZ and TX (CRD 6485875), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Sage Financial Advisors manage?
Sage Financial Advisors reports $270.3M across 348 accounts in assets under management.
How do I contact Andrew Holemon?
Contact details aren't on file yet. Search for Sage Financial Advisors.
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
- 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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