Firm
Sage Investment Advisers
Wappingers Falls, New York
Fee-only
Sage Investment Advisers at a glance
- One of 480 fee-only firms based in New York in the Wellspent graph.
- 3 advisors are listed here.
- Its Form ADV reports 5 employees and 307 individual clients, 75 of them high net worth.
- Its average account is about $358,000 (assets it manages divided by its 750 accounts).
Fee-only advisors in New York · What fee-only advisors charge in New York
Facts
| Based in | Wappingers Falls, New York |
|---|---|
| Website | sageinvestmentadvisersllc.com |
| Phone | (845) 240-1551 |
Sage Investment Advisers fees
Sage Investment Advisers 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 by | Percentage of assets · Hourly |
|---|---|
| Assets managed | $268 million |
| Individual clients | 232 |
| High-net-worth clients | 75 |
| Accounts managed | 750 |
| Employees | 5 |
| Planning clients | 26-50 |
| Registered with | The SEC (801-116929) |
| Financial planning | Offered |
| Form ADV filed | March 17, 2026 |
| SEC record | CRD 304559 |