Jonathan Henderson
Sage Investment Counsel · Franklin, Tennessee
Jonathan Henderson is a fee-only financial advisor at Sage Investment Counsel in Franklin, Tennessee. Jonathan focuses on retirement planning. Sage Investment Counsel reports charging a percentage of assets, fixed fees and performance-based fees on its Form ADV.
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Specialties
Facts
| Firm | Sage Investment Counsel |
|---|---|
| Based in | Franklin, Tennessee |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees · Performance-based fees |
| Assets under management | $164.6M across 227 accounts |
| SEC registration | Investment adviser representative in TN, TX · CRD 5240146 |
| Exams passed | Series 63 (2007) · Series 65 (2012) |
| Firm size | 4 employees |
| Disclosures | None reported |
| Website | www.sageinv.com |
How Jonathan's firm compares
- Sage Investment Counsel's average account is about $725,000, from its Form ADV (assets managed divided by 227 accounts).
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Questions about Jonathan
Is Jonathan Henderson a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Jonathan holds no broker registration, and Sage Investment Counsel reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Jonathan charge for financial advice?
Jonathan's firm, Sage Investment Counsel, reports charging a percentage of assets, fixed fees and performance-based fees on its SEC Form ADV.
Where is Jonathan Henderson based?
Jonathan Henderson is based in Franklin, Tennessee.
What does Jonathan specialize in?
Jonathan's specialties include retirement planning.
Is Jonathan Henderson registered with the SEC?
Yes. Jonathan Henderson is registered as an investment adviser representative in TN and TX (CRD 5240146), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Sage Investment Counsel manage?
Sage Investment Counsel reports $164.6M across 227 accounts in assets under management.
How do I contact Jonathan Henderson?
Through Jonathan's website, www.sageinv.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 Investment Counsel 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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