J. David Principe
SAGEbroadview Wealth Management, LLC · Farmington, Connecticut
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.
- $397M
- Firm assets managed
- $668,000
- Firm's average account
What J. David focuses on
Who J. David works with
- Early-career professionals
- High earners
How does J. David's firm compare?
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SAGEbroadview Wealth Management, LLC's average account is about $668,000, from its Form ADV (assets managed divided by 595 accounts).
Questions about J. David
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
The full record
| Firm | SAGEbroadview Wealth Management, LLC |
|---|---|
| Based in | Farmington, Connecticut |
| Fee model | Ongoing planning fee |
| Works virtually | Yes |
| Accepting new clients | Yes |
| Assets under management | $397.2M across 595 accounts |
| Credentials | CFP · Certified Student Loan Professional · CPA/PFS · RLP |
| Firm size | 8 employees |
| Website | sagebroadview.com |
| Profile |
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Other fee-only advisors in Farmington
Other advisors in Connecticut who focus on tax planning
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- SAGEbroadview Wealth Management, 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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