# Lucile Steitz

> Lucile Steitz is a fee-only financial advisor at Sage Financial Group in West Conshohocken, Pennsylvania, who holds the CFP credential. Lucile focuses on estate & legacy planning, tax planning and real estate investors. Sage Financial Group reports charging a percentage of assets, fixed fees and performance-based fees on its Form ADV.

Page: https://find.wellspent.co/advisors/lucile-steitz/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Sage Financial Group
- **Based in:** West Conshohocken, Pennsylvania
- **Fee model (firm's Form ADV):** Percentage of assets; Fixed fees; Performance-based fees
- **Assets under management (firm):** $4.29B across 4,334 accounts
- **Credentials:** CFP
- **Specialties:** Estate & legacy planning, Tax planning, Real estate investors, Family wealth transfer
- **Works with:** Ultra high net worth
- **CRD:** 2823841 (https://adviserinfo.sec.gov/individual/summary/2823841)
- **SEC registration:** Investment adviser representative in PA
- **Exams passed:** Series 63 (1996)
- **Firm size:** 28 employees
- **Disclosures:** None reported
- **Website:** http://www.sagefinancial.com

## Frequently asked questions

### Is Lucile Steitz a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Lucile holds no broker registration, and Sage Financial Group reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Lucile charge for financial advice?

Lucile's firm, Sage Financial Group, reports charging a percentage of assets, fixed fees and performance-based fees on its SEC Form ADV.

### Where is Lucile Steitz based?

Lucile Steitz is based in West Conshohocken, Pennsylvania.

### What does Lucile specialize in?

Lucile's specialties include estate & legacy planning, tax planning, real estate investors and family wealth transfer. Lucile works with ultra high net worth.

### What credentials does Lucile Steitz hold?

Lucile Steitz holds the CFP credential.

### Is Lucile Steitz registered with the SEC?

Yes. Lucile Steitz is registered as an investment adviser representative in PA (CRD 2823841), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Sage Financial Group manage?

Sage Financial Group reports $4.29B across 4,334 accounts in assets under management.

### How do I contact Lucile Steitz?

Through Lucile's website, www.sagefinancial.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/2823841): 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 and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://www.sagefinancial.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.