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Firm

Sage Financial Group

West Conshohocken, Pennsylvania

Fee-only

Facts

Based inWest Conshohocken, Pennsylvania
Websitesagefinancial.com
Phone(484) 342-4400

Sage Financial Group fees

Sage Financial Group doesn't publish its prices on its website, or we couldn't confirm them word for word. Ask for its Form ADV Part 2A, which must describe its fees.

For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.

What its SEC filing says

Paid byPercentage of assets · Fixed fees · Performance-based fees
Assets managed$4.3 billion
Individual clients386
Financial planningOffered
Form ADV filedJune 30, 2026
SEC recordCRD 116574

Advisors at this firm (20)