Firm
Sage Wealth Planning
Georgetown, Texas
Fee-only
Facts
| Based in | Georgetown, Texas |
|---|---|
| Website | sagewealthplans.com |
| Phone | (231) 221-2448 |
Sage Wealth Planning 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.
| One-time plan | From $5,000 |
|---|---|
| Asset-based fee | 0.9% a year on the first tier of assets |
| How it charges | Percentage of assets · One-time plans or projects |
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 · Fixed fees |
|---|---|
| Assets managed | $127 million |
| Individual clients | 22 |
| Financial planning | Offered |
| Form ADV filed | June 22, 2026 |
| SEC record | CRD 300747 |