William Calvin
Sage Investment Counsel · Franklin, Tennessee
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.
Request an introduction to William →
Specialties
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 | $164.6M across 227 accounts |
| SEC registration | Investment adviser representative in TN, TX · CRD 1281417 |
| Exams passed | Series 63 (1984) · Series 65 (1996) |
| Firm size | 4 employees |
| Disclosures | None reported |
| Website | www.sageinv.com |
| Profile |
How William's firm compares
- Sage Investment Counsel's average account is about $725,000, from its Form ADV (assets managed divided by 227 accounts).
Request an introduction to William
Tell William a little about what you're looking for. William 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 William
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.
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 Investment Counsel 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.
See something wrong? Request a correction. Read our methodology.