Richard Franz
Sagace Wealth · St. Petersburg, Florida
Richard Franz is a fee-only financial advisor at Sagace Wealth in St. Petersburg, Florida. Richard focuses on estate & legacy planning, tax planning and small business owners. Sagace Wealth reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Who they serve
- Retirees
- Founders
- Multi-generational families
Facts
| Firm | Sagace Wealth |
|---|---|
| Based in | St. Petersburg, Florida |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $162.7M across 263 accounts |
| SEC registration | Investment adviser representative in FL · CRD 4267898 |
| Exams passed | Series 65 (2020) |
| Firm size | 7 employees |
| Disclosures | None reported |
| Website | www.sagacewealth.com |
How Richard's firm compares
- Sagace Wealth's average account is about $619,000, from its Form ADV (assets managed divided by 263 accounts).
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Questions about Richard
Is Richard Franz a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Richard holds no broker registration, and Sagace Wealth reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Richard charge for financial advice?
Richard's firm, Sagace Wealth, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Richard Franz based?
Richard Franz is based in St. Petersburg, Florida.
What does Richard specialize in?
Richard's specialties include estate & legacy planning, tax planning and small business owners. Richard works with retirees, founders and multi-generational families.
Is Richard Franz registered with the SEC?
Yes. Richard Franz is registered as an investment adviser representative in FL (CRD 4267898), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Sagace Wealth manage?
Sagace Wealth reports $162.7M across 263 accounts in assets under management.
How do I contact Richard Franz?
Through Richard's website, www.sagacewealth.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
- Sagace Wealth 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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