Sage Duguay
Advice-only planning for women in STEM weighing career changes, maternity leave or sabbaticals on the way to financial independence.
Wealthy With Intention · Winslow, Maine
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.
Request an introduction to Sage →
Specialties
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.
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 |
| Accepting new clients | Yes |
| SEC registration | Investment adviser representative in ME · CRD 8035749 |
| Exams passed | Series 65 (2024) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.wealthywithintention.com |
How Sage's firm compares
- Ongoing planning starts at $3,000 a year, below the US median of $4,500 for fee-only firms that publish prices.
- A one-time plan starts at $1,500, below the US median of $2,000 for fee-only firms that publish prices.
- The hourly rate is $250, below the US median of $300 for fee-only firms that publish prices.
Request an introduction to Sage
Tell Sage a little about what you're looking for. Sage isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Sage
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- Advice-Only Network listing : advice-only practices, no product sales
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of November 2, 2026
- Directory listing last checked November 2, 2026.
See something wrong? Request a correction. Read our methodology.