Dana Franco-Young
Sage Rhino Capital · Menlo Park, California
Dana Franco-Young is a fee-only financial advisor at Sage Rhino Capital in Menlo Park, California. Sage Rhino Capital reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Sage Rhino Capital |
|---|---|
| Based in | Menlo Park, California |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $883.7M across 1,502 accounts |
| SEC registration | Investment adviser representative in WA · CRD 3013692 |
| Exams passed | Series 66 (2000) |
| Firm size | 10 employees |
| Disclosures | None reported |
| Website | www.sagerhino.com |
| Profile |
How Dana's firm compares
- Sage Rhino Capital's average account is about $588,000, from its Form ADV (assets managed divided by 1,502 accounts).
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Questions about Dana
Is Dana Franco-Young a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Dana holds no broker registration, and Sage Rhino Capital reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Dana charge for financial advice?
Dana's firm, Sage Rhino Capital, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Dana Franco-Young based?
Dana Franco-Young is based in Menlo Park, California.
Is Dana Franco-Young registered with the SEC?
Yes. Dana Franco-Young is registered as an investment adviser representative in WA (CRD 3013692), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Sage Rhino Capital manage?
Sage Rhino Capital reports $883.7M across 1,502 accounts in assets under management.
How do I contact Dana Franco-Young?
Through Dana's website, www.sagerhino.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Menlo Park
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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