Stephen Cohn
Sage Financial Group · West Conshohocken, Pennsylvania
Stephen Cohn is a fee-only financial advisor at Sage Financial Group in West Conshohocken, Pennsylvania. Stephen 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.
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Specialties
Who they serve
- Ultra high net worth
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 | $4.29B across 4,334 accounts |
| SEC registration | Investment adviser representative in PA · CRD 1966975 |
| Exams passed | Series 63 (1989) · Series 65 (1991) |
| Firm size | 28 employees |
| Disclosures | None reported |
| Website | www.sagefinancial.com |
| Profile |
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Questions about Stephen
Is Stephen Cohn a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Stephen 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 Stephen charge for financial advice?
Stephen's firm, Sage Financial Group, reports charging a percentage of assets, fixed fees and performance-based fees on its SEC Form ADV.
Where is Stephen Cohn based?
Stephen Cohn is based in West Conshohocken, Pennsylvania.
What does Stephen specialize in?
Stephen's specialties include estate & legacy planning, tax planning, real estate investors and family wealth transfer. Stephen works with ultra high net worth.
Is Stephen Cohn registered with the SEC?
Yes. Stephen Cohn is registered as an investment adviser representative in PA (CRD 1966975), 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 Stephen Cohn?
Through Stephen's website, www.sagefinancial.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
- Sage Financial Group 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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