# William Malloy

> William Malloy is a fee-only financial advisor at Sage Financial Group in West Conshohocken, Pennsylvania, who holds the CFA credential. William 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.

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

## 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 (firm):** $4.29B across 4,334 accounts
- **Credentials:** CFA
- **Specialties:** Estate & legacy planning, Tax planning, Real estate investors, Family wealth transfer
- **Works with:** Ultra high net worth
- **CRD:** 6796623 (https://adviserinfo.sec.gov/individual/summary/6796623)
- **SEC registration:** Investment adviser representative in PA
- **Firm size:** 28 employees
- **Disclosures:** None reported
- **Website:** http://www.sagefinancial.com

## Frequently asked questions

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

Yes, according to SEC records as of October 29, 2026: William 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 William charge for financial advice?

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

### Where is William Malloy based?

William Malloy is based in West Conshohocken, Pennsylvania.

### What does William specialize in?

William's specialties include estate & legacy planning, tax planning, real estate investors and family wealth transfer. William works with ultra high net worth.

### What credentials does William Malloy hold?

William Malloy holds the CFA credential.

### Is William Malloy registered with the SEC?

Yes. William Malloy is registered as an investment adviser representative in PA (CRD 6796623), 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 William Malloy?

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

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/6796623): 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.sagefinancial.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.