Ethan Kok
Sage Wealth Planning · Georgetown, Texas
Ethan Kok is a fee-only financial advisor at Sage Wealth Planning in Georgetown, Texas, who holds the CFP credential. Ethan charges a percentage of assets and a one-time planning fee (one-time plans from $5,000 and 0.9% a year on the first tier of assets managed) and focuses on equity compensation, pension planning and retirement planning.
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Specialties
Who they serve
- Executives
- Pre-retirees
- Retirees
- Founders
Facts
| Firm | Sage Wealth Planning |
|---|---|
| Based in | Georgetown, Texas |
| Fee model | Percentage of assets · One-time planning fee |
| Fees (firm's website) | One-time plans from $5,000 · 0.9% a year on the first tier of assets managed |
| Works virtually | Yes |
| Accepting new clients | Yes |
| Assets under management | $127.0M across 415 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in TX · CRD 7370947 |
| Exams passed | Series 65 (2021) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | www.sagewealthplans.com |
| Profile |
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Questions about Ethan
Is Ethan Kok a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Ethan holds no broker registration, and Sage Wealth Planning reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Ethan charge for financial advice?
Ethan charges a percentage of assets and a one-time planning fee.
How much does Ethan charge?
According to Sage Wealth Planning's website, checked October 30, 2026: one-time plans from $5,000; 0.9% a year on the first tier of assets managed.
Does Ethan work with clients virtually?
Yes. Sage Wealth Planning says on its website that it works with clients remotely.
Where is Ethan Kok based?
Ethan Kok is based in Georgetown, Texas.
What does Ethan specialize in?
Ethan's specialties include equity compensation, pension planning, retirement planning and small business owners. Ethan works with executives, pre-retirees, retirees and founders.
What credentials does Ethan Kok hold?
Ethan Kok holds the CFP credential.
Is Ethan Kok registered with the SEC?
Yes. Ethan Kok is registered as an investment adviser representative in TX (CRD 7370947), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Sage Wealth Planning manage?
Sage Wealth Planning reports $127.0M across 415 accounts in assets under management.
How do I contact Ethan Kok?
Through Ethan's website, www.sagewealthplans.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 Wealth Planning 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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