Kathleen Anderson
Sage Wealth Advisors · Marion, Massachusetts
Kathleen Anderson is a fee-only financial advisor at Sage Wealth Advisors in Marion, Massachusetts. Sage Wealth Advisors reports charging a percentage of assets and hourly fees on its Form ADV.
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Facts
| Firm | Sage Wealth Advisors |
|---|---|
| Based in | Marion, Massachusetts |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Assets under management | $49.3M across 153 accounts |
| SEC registration | Investment adviser representative in MA · CRD 1915639 |
| Exams passed | Series 63 (1992) · Series 65 (1999) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | sagewealthadvisorsonline.com |
How Kathleen's firm compares
- Sage Wealth Advisors's average account is about $322,000, from its Form ADV (assets managed divided by 153 accounts).
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Questions about Kathleen
Is Kathleen Anderson a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Kathleen holds no broker registration, and Sage Wealth Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Kathleen charge for financial advice?
Kathleen's firm, Sage Wealth Advisors, reports charging a percentage of assets and hourly fees on its SEC Form ADV.
Where is Kathleen Anderson based?
Kathleen Anderson is based in Marion, Massachusetts.
Is Kathleen Anderson registered with the SEC?
Yes. Kathleen Anderson is registered as an investment adviser representative in MA (CRD 1915639), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Sage Wealth Advisors manage?
Sage Wealth Advisors reports $49.3M across 153 accounts in assets under management.
How do I contact Kathleen Anderson?
Through Kathleen's website, sagewealthadvisorsonline.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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