Kelly Christensen
Sage Financial Advisors · Scottsdale, Arizona
Kelly Christensen is a fee-only financial advisor at Sage Financial Advisors in Scottsdale, Arizona, who holds the CFP credential. Sage Financial Advisors reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Sage Financial Advisors |
|---|---|
| Based in | Scottsdale, Arizona |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $270.3M across 348 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in AZ, TX · CRD 2254214 |
| Exams passed | Series 65 (1998) |
| Firm size | 7 employees |
| Disclosures | None reported |
How Kelly's firm compares
- Sage Financial Advisors's average account is about $777,000, from its Form ADV (assets managed divided by 348 accounts).
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Questions about Kelly
Is Kelly Christensen a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Kelly holds no broker registration, and Sage Financial Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Kelly charge for financial advice?
Kelly's firm, Sage Financial Advisors, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Kelly Christensen based?
Kelly Christensen is based in Scottsdale, Arizona.
What credentials does Kelly Christensen hold?
Kelly Christensen holds the CFP credential.
Is Kelly Christensen registered with the SEC?
Yes. Kelly Christensen is registered as an investment adviser representative in AZ and TX (CRD 2254214), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Sage Financial Advisors manage?
Sage Financial Advisors reports $270.3M across 348 accounts in assets under management.
How do I contact Kelly Christensen?
Contact details aren't on file yet. Search for Sage Financial Advisors.
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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