Karina Sales Linehan
Sagebroadview Wealth Management · Morristown, New Jersey
Karina Sales Linehan is a fee-only financial advisor at Sagebroadview Wealth Management in Morristown, New Jersey. Sagebroadview Wealth Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Sagebroadview Wealth Management |
|---|---|
| Based in | Morristown, New Jersey |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $397.2M across 595 accounts |
| SEC registration | Investment adviser representative in NJ · CRD 6557306 |
| Exams passed | Series 63 (2018) · Series 65 (2020) |
| Firm size | 8 employees |
| Disclosures | None reported |
| Website | www.sagebroadview.com |
How Karina's firm compares
- Sagebroadview Wealth Management's average account is about $668,000, from its Form ADV (assets managed divided by 595 accounts).
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Questions about Karina
Is Karina Sales Linehan a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Karina holds no broker registration, and Sagebroadview Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Karina charge for financial advice?
Karina's firm, Sagebroadview Wealth Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Karina Sales Linehan based?
Karina Sales Linehan is based in Morristown, New Jersey.
Is Karina Sales Linehan registered with the SEC?
Yes. Karina Sales Linehan is registered as an investment adviser representative in NJ (CRD 6557306), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Sagebroadview Wealth Management manage?
Sagebroadview Wealth Management reports $397.2M across 595 accounts in assets under management.
How do I contact Karina Sales Linehan?
Through Karina's website, www.sagebroadview.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
- 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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