Brandon Baker
Sage Financial Group · West Conshohocken, Pennsylvania
Brandon Baker is a fee-only financial advisor at Sage Financial Group in West Conshohocken, Pennsylvania. Brandon 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 |
| SEC registration | Investment adviser representative in CO, PA · CRD 6475981 |
| Exams passed | Series 65 (2015) |
| Firm size | 28 employees |
| Disclosures | None reported |
| Website | www.sagefinancial.com |
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Questions about Brandon
Is Brandon Baker a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Brandon 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 Brandon charge for financial advice?
Brandon's firm, Sage Financial Group, reports charging a percentage of assets, fixed fees and performance-based fees on its SEC Form ADV.
Where is Brandon Baker based?
Brandon Baker is based in West Conshohocken, Pennsylvania.
What does Brandon specialize in?
Brandon's specialties include estate & legacy planning, tax planning, real estate investors and family wealth transfer. Brandon works with ultra high net worth.
Is Brandon Baker registered with the SEC?
Yes. Brandon Baker is registered as an investment adviser representative in CO and PA (CRD 6475981), 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 Brandon Baker?
Through Brandon'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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