SageVest Wealth Management at a glance
- One of 305 fee-only firms based in Virginia in the Wellspent graph.
- 4 advisors are listed here; all hold the CFP.
- Its Form ADV reports 6 employees and 150 individual clients, 115 of them high net worth.
- Its average account is about $891,000 (assets it manages divided by its 475 accounts).
- Its website says it's taking new clients.
Fee-only advisors in Virginia · What fee-only advisors charge in Virginia
Facts
| Based in | McLean, Virginia |
|---|---|
| Website | sagevestwealth.com |
| [email protected] | |
| Phone | (703) 992-7650 |
Questions about SageVest Wealth Management
How much does SageVest Wealth Management charge?
SageVest Wealth Management publishes these prices: asset-based fee: 0.5% to 1% a year. We found this on its website, checked October 28, 2026.
Does SageVest Wealth Management have an account minimum?
Yes. SageVest Wealth Management states an account minimum of $1,000,000. We found this on its website, checked October 28, 2026.
How is SageVest Wealth Management paid?
SageVest Wealth Management's Form ADV says it is paid by: percentage of assets, hourly.
How many advisors does SageVest Wealth Management have in the Wellspent public graph?
The Wellspent public graph lists 4 advisors at SageVest Wealth Management, and 4 hold the CFP.
What is the average account at SageVest Wealth Management?
SageVest Wealth Management's average account is about $891,000. That's the assets on its Form ADV divided by its 475 accounts.
Is SageVest Wealth Management accepting new clients?
Yes, according to SageVest Wealth Management's website, checked October 28, 2026.
SageVest Wealth Management 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 | 0.5% to 1% a year |
|---|---|
| Account minimum | $1,000,000 |
| How it charges | Percentage of assets |
In the firm's words
"They’re calculated as a percentage of your assets under management and range between 1% and 0.5%." source
"They’re calculated as a percentage of your assets under management and range between 1% and 0.5%." source
"Investment Minimum: $1 Million" source
"They’re calculated as a percentage of your assets under management and range between 1% and 0.5%." 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 | $423 million |
| Individual clients | 35 |
| High-net-worth clients | 115 |
| Accounts managed | 475 |
| Employees | 6 |
| Planning clients | 101-250 |
| Registered with | The SEC (801-67703) |
| Financial planning | Offered |
| Form ADV filed | June 15, 2026 |
| SEC record | CRD 143562 |
Advisors at this firm (4)
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