Jeffrey Karpel
Sage Financial Group · West Conshohocken, Pennsylvania
Jeffrey Karpel is a fee-only financial advisor at Sage Financial Group in West Conshohocken, Pennsylvania. Jeffrey 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 PA · CRD 5195945 |
| Exams passed | Series 65 (2006) |
| Firm size | 28 employees |
| Disclosures | None reported |
| Website | www.sagefinancial.com |
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Questions about Jeffrey
Is Jeffrey Karpel a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Jeffrey 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 Jeffrey charge for financial advice?
Jeffrey's firm, Sage Financial Group, reports charging a percentage of assets, fixed fees and performance-based fees on its SEC Form ADV.
Where is Jeffrey Karpel based?
Jeffrey Karpel is based in West Conshohocken, Pennsylvania.
What does Jeffrey specialize in?
Jeffrey's specialties include estate & legacy planning, tax planning, real estate investors and family wealth transfer. Jeffrey works with ultra high net worth.
Is Jeffrey Karpel registered with the SEC?
Yes. Jeffrey Karpel is registered as an investment adviser representative in PA (CRD 5195945), 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 Jeffrey Karpel?
Through Jeffrey'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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