Sharon Bargetto
Sage Financial Advisors · Scotts Valley, California
Sharon Bargetto is a fee-only financial advisor at Sage Financial Advisors in Scotts Valley, California, 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 | Scotts Valley, California |
| 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 CA · CRD 2253141 |
| Exams passed | Series 65 (2002) |
| Firm size | 7 employees |
| Disclosures | None reported |
How Sharon'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 Sharon
Is Sharon Bargetto a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Sharon 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 Sharon charge for financial advice?
Sharon's firm, Sage Financial Advisors, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Sharon Bargetto based?
Sharon Bargetto is based in Scotts Valley, California.
What credentials does Sharon Bargetto hold?
Sharon Bargetto holds the CFP credential.
Is Sharon Bargetto registered with the SEC?
Yes. Sharon Bargetto is registered as an investment adviser representative in CA (CRD 2253141), 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 Sharon Bargetto?
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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