# Angela Wetzig

> Angela Wetzig is a fee-only financial advisor at Sage Wealth Consulting, LLC in Sarasota, Florida, who holds the CFP credential. Angela charges a percentage of assets (1% a year on the first tier of assets managed and a $1,000,000 asset minimum) and focuses on retirement planning, tax planning and estate & legacy planning.

Page: https://find.wellspent.co/advisors/angela-wetzig/
Built from public directory listings; last checked April 21, 2026.

## Facts

- **Firm:** Sage Wealth Consulting, LLC
- **Based in:** Sarasota, Florida
- **Fee model:** Percentage of assets
- **Fees (firm's website):** 1% a year on the first tier of assets managed; a $1,000,000 asset minimum
- **Assets under management (firm):** $12.0M across 67 accounts
- **Credentials:** CFP
- **Specialties:** Retirement planning, Tax planning, Estate & legacy planning
- **Works with:** Retirees, Pre-retirees
- **CRD:** 6120456 (https://adviserinfo.sec.gov/individual/summary/6120456)
- **SEC registration:** Investment adviser representative in FL, TX
- **Exams passed:** Series 66 (2015)
- **Firm size:** 1 employee
- **Disclosures:** None reported
- **Website:** https://sagewealthconsulting.com

## Frequently asked questions

### Is Angela Wetzig a fee-only financial advisor?

Yes. Angela Wetzig is listed in the XY Planning Network directory (XYPN members are fee-only). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Angela's firm.

### How does Angela charge for financial advice?

Angela charges a percentage of assets.

### How much does Angela charge?

According to Sage Wealth Consulting, LLC's website, checked October 28, 2026: 1% a year on the first tier of assets managed; a $1,000,000 asset minimum.

### Where is Angela Wetzig based?

Angela Wetzig is based in Sarasota, Florida.

### What does Angela specialize in?

Angela's specialties include retirement planning, tax planning and estate & legacy planning. Angela works with retirees and pre-retirees.

### What credentials does Angela Wetzig hold?

Angela Wetzig holds the CFP credential.

### Is Angela Wetzig registered with the SEC?

Yes. Angela Wetzig is registered as an investment adviser representative in FL and TX (CRD 6120456), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.

### How much does Sage Wealth Consulting, LLC manage?

Sage Wealth Consulting, LLC reports $12.0M across 67 accounts in assets under management.

### How do I contact Angela Wetzig?

Through Angela's website, sagewealthconsulting.com.

## Sources

- XY Planning Network directory listing (https://www.xyplanningnetwork.com/find-an-advisor/angela-wetzig-10591): XYPN members are fee-only
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 27, 2026
- The firm's website (https://sagewealthconsulting.com/): specialties, clients served, and fees, checked October 28, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.