Joseph Guarneri
Sage Investment Advisers · Wappingers Falls, New York
Joseph Guarneri is a fee-only financial advisor at Sage Investment Advisers in Wappingers Falls, New York. Joseph focuses on retirement planning and small business owners. Sage Investment Advisers reports charging a percentage of assets and hourly fees on its Form ADV.
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Specialties
Who they serve
- Retirees
- Pre-retirees
Facts
| Firm | Sage Investment Advisers |
|---|---|
| Based in | Wappingers Falls, New York |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Works virtually | Yes |
| Accepting new clients | Yes |
| Assets under management | $268.4M across 750 accounts |
| SEC registration | Investment adviser representative in NY · CRD 7151489 |
| Exams passed | Series 65 (2020) |
| Firm size | 5 employees |
| Disclosures | None reported |
| Website | sageinvestmentadvisersllc.com |
How Joseph's firm compares
- Sage Investment Advisers's average account is about $358,000, from its Form ADV (assets managed divided by 750 accounts).
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Questions about Joseph
Is Joseph Guarneri a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Joseph holds no broker registration, and Sage Investment Advisers reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Joseph charge for financial advice?
Joseph's firm, Sage Investment Advisers, reports charging a percentage of assets and hourly fees on its SEC Form ADV.
Does Joseph work with clients virtually?
Yes. Sage Investment Advisers says on its website that it works with clients remotely.
Where is Joseph Guarneri based?
Joseph Guarneri is based in Wappingers Falls, New York.
What does Joseph specialize in?
Joseph's specialties include retirement planning and small business owners. Joseph works with retirees and pre-retirees.
Is Joseph Guarneri registered with the SEC?
Yes. Joseph Guarneri is registered as an investment adviser representative in NY (CRD 7151489), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Sage Investment Advisers manage?
Sage Investment Advisers reports $268.4M across 750 accounts in assets under management.
How do I contact Joseph Guarneri?
Through Joseph's website, sageinvestmentadvisersllc.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 Advisers 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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