Zackary Smutzer
Sage Wealth Planning · Georgetown, Texas
Zackary Smutzer is a fee-only financial advisor at Sage Wealth Planning in Georgetown, Texas, who holds the CFP credential. Zackary charges a percentage of assets and a one-time planning fee (one-time plans from $5,000 and 0.9% a year on the first tier of assets managed) and focuses on equity compensation, pension planning and retirement planning.
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Specialties
Who they serve
- Executives
- Pre-retirees
- Retirees
- Founders
Facts
| Firm | Sage Wealth Planning |
|---|---|
| Based in | Georgetown, Texas |
| Fee model | Percentage of assets · One-time planning fee |
| Fees (firm's website) | One-time plans from $5,000 · 0.9% a year on the first tier of assets managed |
| Works virtually | Yes |
| Accepting new clients | Yes |
| Assets under management | $127.0M across 415 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in TX · CRD 7755816 |
| Exams passed | Series 65 (2025) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | www.sagewealthplans.com |
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Questions about Zackary
Is Zackary Smutzer a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Zackary holds no broker registration, and Sage Wealth Planning reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Zackary charge for financial advice?
Zackary charges a percentage of assets and a one-time planning fee.
How much does Zackary charge?
According to Sage Wealth Planning's website, checked October 30, 2026: one-time plans from $5,000; 0.9% a year on the first tier of assets managed.
Does Zackary work with clients virtually?
Yes. Sage Wealth Planning says on its website that it works with clients remotely.
Where is Zackary Smutzer based?
Zackary Smutzer is based in Georgetown, Texas.
What does Zackary specialize in?
Zackary's specialties include equity compensation, pension planning, retirement planning and small business owners. Zackary works with executives, pre-retirees, retirees and founders.
What credentials does Zackary Smutzer hold?
Zackary Smutzer holds the CFP credential.
Is Zackary Smutzer registered with the SEC?
Yes. Zackary Smutzer is registered as an investment adviser representative in TX (CRD 7755816), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Sage Wealth Planning manage?
Sage Wealth Planning reports $127.0M across 415 accounts in assets under management.
How do I contact Zackary Smutzer?
Through Zackary's website, www.sagewealthplans.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 Wealth Planning 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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