Sage Wealth Consulting, LLC at a glance
- One of 570 fee-only firms based in Florida in the Wellspent graph.
- 1 advisor is listed here, who holds the CFP.
- Its Form ADV reports 1 employee and 32 individual clients, 15 of them high net worth.
- Its average account is about $179,000 (assets it manages divided by its 67 accounts).
Fee-only advisors in Florida · What fee-only advisors charge in Florida
Facts
| Based in | Sarasota, Florida |
|---|---|
| Website | sagewealthconsulting.com |
| Phone | (941) 500-3660 |
Questions about Sage Wealth Consulting, LLC
How much does Sage Wealth Consulting, LLC charge?
Sage Wealth Consulting, LLC publishes these prices: asset-based fee: 1% a year on the first tier of assets. We found this on its website, checked October 28, 2026.
Does Sage Wealth Consulting, LLC have an account minimum?
Yes. Sage Wealth Consulting, LLC states an account minimum of $1,000,000. We found this on its website, checked October 28, 2026.
How is Sage Wealth Consulting, LLC paid?
Sage Wealth Consulting, LLC's Form ADV says it is paid by: percentage of assets, hourly, fixed fees.
How many advisors does Sage Wealth Consulting, LLC have in the Wellspent public graph?
The Wellspent public graph lists 1 advisor at Sage Wealth Consulting, LLC.
What is the average account at Sage Wealth Consulting, LLC?
Sage Wealth Consulting, LLC's average account is about $179,000. That's the assets on its Form ADV divided by its 67 accounts.
What does Sage Wealth Consulting, LLC specialize in?
Sage Wealth Consulting, LLC's advisors and website list retirement planning, tax planning and estate & legacy planning.
Sage Wealth Consulting, LLC fees
What the firm's own website says it charges, checked October 28, 2026. We keep a price only when the exact words stating it appear on the page.
| Asset-based fee | 1% a year on the first tier of assets |
|---|---|
| Account minimum | $1,000,000 |
| How it charges | Percentage of assets |
In the firm's words
"1.00% annually on the first $1 million" source
"The minimum for new relationships is $1 million in investable assets." source
"We charge a simple, all-inclusive assets under management (AUM) fee , based on the value of the investments we manage for you." 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 · Fixed fees |
|---|---|
| Assets managed | $12 million |
| Individual clients | 17 |
| High-net-worth clients | 15 |
| Accounts managed | 67 |
| Employees | 1 |
| Planning clients | 1-10 |
| Financial planning | Offered |
| Form ADV filed | February 10, 2026 |
| SEC record | CRD 298912 |