Firm
Sage Path Solutions
San Diego, California
Fee-only
Facts
| Based in | San Diego, California |
|---|---|
| Website | sagepathsolutions.com |
| Phone | (619) 501-6011 |
Sage Path Solutions fees
What the firm's own website says it charges, checked October 30, 2026. We keep a price only when the exact words stating it appear on the page.
| Account minimum | $750,000 |
|---|
In the firm's words
"we are only able to work with clients with a minimum of $750k of investable assets" source
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 | $76 million |
| Individual clients | 43 |
| Financial planning | Offered |
| Form ADV filed | February 2, 2026 |
| SEC record | CRD 307479 |