# William Calvin

> William Calvin is a fee-only financial advisor at Sage Investment Counsel in Franklin, Tennessee. William focuses on retirement planning. Sage Investment Counsel reports charging a percentage of assets, fixed fees and performance-based fees on its Form ADV.

Page: https://find.wellspent.co/advisors/william-calvin/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Sage Investment Counsel
- **Based in:** Franklin, Tennessee
- **Fee model (firm's Form ADV):** Percentage of assets; Fixed fees; Performance-based fees
- **Assets under management (firm):** $164.6M across 227 accounts
- **Specialties:** Retirement planning
- **CRD:** 1281417 (https://adviserinfo.sec.gov/individual/summary/1281417)
- **SEC registration:** Investment adviser representative in TN, TX
- **Exams passed:** Series 63 (1984), Series 65 (1996)
- **Firm size:** 4 employees
- **Disclosures:** None reported
- **Website:** http://www.sageinv.com

## Frequently asked questions

### Is William Calvin a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: William holds no broker registration, and Sage Investment Counsel reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does William charge for financial advice?

William's firm, Sage Investment Counsel, reports charging a percentage of assets, fixed fees and performance-based fees on its SEC Form ADV.

### Where is William Calvin based?

William Calvin is based in Franklin, Tennessee.

### What does William specialize in?

William's specialties include retirement planning.

### Is William Calvin registered with the SEC?

Yes. William Calvin is registered as an investment adviser representative in TN and TX (CRD 1281417), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Sage Investment Counsel manage?

Sage Investment Counsel reports $164.6M across 227 accounts in assets under management.

### How do I contact William Calvin?

Through William's website, www.sageinv.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/1281417): 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 and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://www.sageinv.com/): specialties, clients served, and fees, checked October 30, 2026

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