Angela Wetzig
Sage Wealth Consulting, LLC · Sarasota, Florida
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.
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Specialties
Who they serve
- Retirees
- Pre-retirees
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 | $12.0M across 67 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in FL, TX · CRD 6120456 |
| Exams passed | Series 66 (2015) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | sagewealthconsulting.com |
| Profile |
How Angela's firm compares
- Sage Wealth Consulting, LLC's average account is about $179,000, from its Form ADV (assets managed divided by 67 accounts).
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Questions about Angela
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- XY Planning Network directory listing : XYPN members are fee-only
- Sage Wealth Consulting, LLC website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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