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SAGE FINANCIAL ADVISORS INC.
CRD 116933 · SEC 801-60717
8980 E. RAINTREE DRIVE, SUITE 120, SCOTTSDALE, AZ, 85260, United States
Phone
480-305-8060
Fax
480-305-8061
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$270.3M
Discretionary AUM
$270.3M
Team
7 total employees; 5 advisory reps; 205 broker-dealer reps
Clients
101-250
Fees
Percentage of AUM; Hourly charges; Fixed fees; SEMINAR FEES
Org form
Corporation
Filing date
2026-03-24
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingEducational seminarsTAX PREPARATION, PLANNING, AND COMPLIANCE
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 36 | $16.6M |
| High net worth individuals | 79 | $248.6M |
States served
AZ, CA, OR, TX
Official SEC filing: View on IAPD