# J. David Principe

> J. David Principe is a fee-only financial advisor at SAGEbroadview Wealth Management, LLC in Farmington, Connecticut, who holds the CFP, Certified Student Loan Professional and CPA/PFS credentials. J. David charges an ongoing planning fee and focuses on tax planning, equity compensation and small business owners.

Page: https://find.wellspent.co/advisors/j-david-principe/
Built from public directory listings; last checked October 28, 2026.

## Facts

- **Firm:** SAGEbroadview Wealth Management, LLC
- **Based in:** Farmington, Connecticut
- **Fee model:** Ongoing planning fee
- **Works virtually:** Yes (firm's website)
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $397.2M across 595 accounts
- **Credentials:** CFP, Certified Student Loan Professional, CPA/PFS, RLP
- **Specialties:** Tax planning, Equity compensation, Small business owners, Retirement planning, Estate & legacy planning, Student loans
- **Works with:** Early-career professionals, High earners
- **Firm size:** 8 employees
- **Website:** http://sagebroadview.com

## Frequently asked questions

### Is J. David Principe a fee-only financial advisor?

Yes. J. David Principe is listed in the NAPFA directory (NAPFA admits only fee-only advisors).

### How does J. David Principe charge for financial advice?

J. David Principe charges an ongoing planning fee.

### Does J. David Principe work with clients virtually?

Yes. SAGEbroadview Wealth Management, LLC says on its website that it works with clients remotely.

### Where is J. David Principe based?

J. David Principe is based in Farmington, Connecticut.

### What does J. David Principe specialize in?

J. David Principe's specialties include tax planning, equity compensation, small business owners, retirement planning, estate & legacy planning and student loans. J. David works with early-career professionals and high earners.

### What credentials does J. David Principe hold?

J. David Principe holds the CFP, Certified Student Loan Professional, CPA/PFS and RLP credentials.

### How much does SAGEbroadview Wealth Management, LLC manage?

SAGEbroadview Wealth Management, LLC reports $397.2M across 595 accounts in assets under management.

### How do I contact J. David Principe?

Through J. David Principe's website, sagebroadview.com.

## Sources

- NAPFA directory listing (https://www.napfa.org/find-an-advisor/firm/2911): NAPFA admits only fee-only advisors
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 27, 2026
- The firm's website (https://sagebroadview.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.