# Sage Duguay

> Sage Duguay is a fee-only financial advisor at Wealthy With Intention in Winslow, Maine. Sage charges a subscription, a one-time planning fee and hourly fees (subscription from $3,000 a year and one-time plans from $1,500) and focuses on real estate investors, small business owners and retirement planning.

Page: https://find.wellspent.co/advisors/sage-duguay/
Built from public directory listings; last checked November 2, 2026.

## Facts

- **Firm:** Wealthy With Intention
- **Based in:** Winslow, Maine
- **Fee model:** Subscription; One-time planning fee; Hourly
- **Fees (Advice-Only Network profile):** subscription from $3,000 a year; one-time plans from $1,500; from $250 an hour
- **Works virtually:** Yes (Advice-Only Network profile)
- **Accepting new clients:** Yes (Advice-Only Network profile)
- **Specialties:** Real estate investors, Small business owners, Retirement planning
- **CRD:** 8035749 (https://adviserinfo.sec.gov/individual/summary/8035749)
- **SEC registration:** Investment adviser representative in ME
- **Exams passed:** Series 65 (2024)
- **Firm size:** 1 employee
- **Disclosures:** None reported
- **Website:** https://www.wealthywithintention.com

## About

Sage Duguay is a chemical engineer who became an advice-only financial planner. Through Wealthy With Intention, she works with women in STEM, typically in their 20s to 40s, who are early or mid-career and building wealth on the way to financial independence. Many are weighing a career change, maternity leave or a sabbatical, and want their finances to give them more freedom and flexibility.

Sage fell for personal finance as a new engineer, when she saw that planning early for her goals could open up more freedom across her career, and she enjoys sharing that experience. She also loves a good spreadsheet and builds plans side by side with clients, offering the education and guidance that help big financial decisions feel less overwhelming.

## Frequently asked questions

### Is Sage Duguay a fee-only financial advisor?

Yes. Sage Duguay is listed in the Advice-Only Network (advice-only practices, no product sales). SEC records as of November 2, 2026 show no broker registration and no commission compensation reported by Sage's firm.

### How does Sage charge for financial advice?

Sage charges a subscription, a one-time planning fee and hourly fees.

### Does Sage work with clients virtually?

Yes. Sage's Advice-Only Network profile says they meet with clients virtually.

### Where is Sage Duguay based?

Sage Duguay is based in Winslow, Maine.

### What does Sage specialize in?

Sage's specialties include real estate investors, small business owners and retirement planning.

### Is Sage Duguay registered with the SEC?

Yes. Sage Duguay is registered as an investment adviser representative in ME (CRD 8035749), per SEC Investment Adviser Public Disclosure data as of November 2, 2026.

### How do I contact Sage Duguay?

Through Sage's website, www.wealthywithintention.com.

## Sources

- Advice-Only Network listing (https://adviceonlynetwork.com/advisors/sageduguay): advice-only practices, no product sales
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of November 2, 2026

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