Firm
SAGEbroadview Wealth Management, LLC
Farmington, Connecticut
Fee-only
SAGEbroadview Wealth Management, LLC at a glance
- One of 144 fee-only firms based in Connecticut in the Wellspent graph.
- 7 advisors are listed here; 5 of 7 hold the CFP.
- Its Form ADV reports 8 employees and 148 individual clients, 101 of them high net worth.
- Its average account is about $668,000 (assets it manages divided by its 595 accounts).
- Its website says it's taking new clients.
- It works with clients virtually as well as in person.
Fee-only advisors in Connecticut · What fee-only advisors charge in Connecticut
Facts
| Based in | Farmington, Connecticut |
|---|---|
| Website | sagebroadview.com |
| [email protected] | |
| Phone | (860) 606-3580 |
SAGEbroadview Wealth Management, LLC fees
SAGEbroadview Wealth Management, LLC doesn't publish its prices on its website, or we couldn't confirm them word for word. Its website says it charges by: ongoing planning fee. 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 · Fixed fees |
|---|---|
| Assets managed | $397 million |
| Individual clients | 47 |
| High-net-worth clients | 101 |
| Accounts managed | 595 |
| Employees | 8 |
| Planning clients | 101-250 |
| Registered with | The SEC (801-100506) |
| Financial planning | Offered |
| Form ADV filed | October 6, 2026 |
| SEC record | CRD 126472 |