Sage Financial Advisors

Financial Advisor in Reno, NV

Firm Info
Address: 110 Country Estates Cir # 3, Reno, NV 89511, USA
Phone: (775) 324-7244

Firm Size
Assets Under Management: $193.8 million
# of Advisors: 5
# of Clients: 291
Client to Advisor Ratio: 58:1
Average Account Size: $666,027
# of Offices: 1

Services Offered
  • Financial Planning
  • Portfolio Management for Individuals & Small Businesses
  • Pension Consulting Services
  • Educational Seminars & Workshops
  • Other

Types of Clients
  • Individuals (Not High Net Worth)
  • Individuals High Net Worth

    *>=750k in Investable Assets or >=1.5m of Estimated Total Net Worth

  • Pension & Profit Sharing Plans
  • Charitable Organizations

Available Fee Structures
  • Percentage of Assets Under Management (AUM)
  • Hourly
  • Fixed Fees (Other than subscription)
  • Other

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Sage Financial Advisors Inc. Overview

SAGE Financial Advisors Inc. is a financial advisory firm headquartered in Scottsdale, AZ, that has been in business since 2001. The firm follows a fee-only fee arrangement, which means they don't earn commissions or incentives for recommending specific investments. Instead, their income is solely based on the fees paid by their clients. The company is registered as an investment advisory firm, providing investment advice only. Their services include financial planning, portfolio management, and pension consulting for individuals and small businesses. In addition to that, SAGE Financial Advisors also offer educational seminars and workshops for clients who want to learn more about financial planning and investment management. Furthermore, the firm provides other services such as tax preparation, planning, and compliance. With more than 20 years of experience in the financial industry, SAGE Financial Advisors Inc. helps clients create a comprehensive financial plan that suits their specific needs and goals. By following a fee-only approach, the firm's advisors aim to provide unbiased advice to ensure their clients' financial success. They offer a wide range of financial planning services designed to help clients protect their assets, grow their wealth, and achieve their long-term financial goals.

SAGE FINANCIAL ADVISORS INC. serves a diverse range of clients, from individuals to high net worth individuals, pension or profit sharing plans, charitable organizations, and more. The firm's services are designed to meet the unique needs of each client, regardless of their size or financial situation. With a team of experienced and highly qualified financial advisors, SAGE FINANCIAL ADVISORS INC. offers a variety of comprehensive financial planning solutions to help their clients achieve their financial goals. When it comes to fee structures, SAGE FINANCIAL ADVISORS INC. offers a range of options depending on the service provided. For clients who require ongoing asset management, the firm charges a percentage of assets under management (AUM). Alternatively, clients can opt for hourly fees for specific financial planning services or a fixed fee for a defined period of time. The firm also offers other types of fees, such as performance-based fees or retainer fees, to ensure that clients can choose the fee structure that best suits their financial needs. With transparent and competitive fee structures, SAGE FINANCIAL ADVISORS INC. ensures that clients always know what they're paying for and receive the best possible value for their financial planning needs.

Typical Clients, Fee Structures & Investment Minimum

According to the Part 2 Brochure of SAGE FINANCIAL ADVISORS INC, there is no mention of an investment minimum. Therefore, it is unclear what the minimum investment amount required by the firm is. It is suggested that potential clients directly contact SAGE FINANCIAL ADVISORS INC to inquire about their investment minimums and other related information.

How This Office Can Help Reno, NV Residents

Sage Financial Advisors is a trusted financial firm that provides various financial services to clients in Reno, NV. The city is known for its diverse economy, which means that residents may face unique financial challenges such as the high cost of living, fluctuating home prices and taxes. At Sage Financial Advisors, clients can expect personalized financial planning services that cater to their specific needs and financial goals. The firm's team of financial advisors offers expert advice on retirement planning, investment strategies, wealth management, estate planning, and tax planning. Clients of Sage Financial Advisors in Reno can benefit from their expertise as they navigate the complex financial landscape in the area. The firm's advisors understand the local financial environment and can offer valuable guidance on issues like accessing affordable housing, planning for their children's education, and saving for retirement. From young professionals seeking to build their wealth to retirees looking to preserve their savings, Sage Financial Advisors provides comprehensive and customized financial services that help clients achieve financial security and success.

To view the Minimum Investment and Fee Schedule for Sage Financial Advisors Inc., visit their Part 2 Brochure.

Services Offered by Sage Financial Advisors Inc.

Core Advisor Services
Financial Planning

Financial planning services encompass the process of devising strategies for your future financial well-being, including preparing for events such as retirement, funding your child's college education, or planning for the transfer of assets.

Portfolio Management for Individuals & Small Businesses

Portfolio management entails the careful selection and strategic management of investment combinations tailored to meet the needs of individuals and small businesses.

Market Timing Services

Market timing services involve the endeavor to generate short-term profits from investments by capitalizing on opportunities to buy at low prices and sell at high prices.

Other Services
Selection of Other Advisors

The firm provides support in selecting and engaging other advisors who possess specialized expertise to complement your financial needs.

Publication of Periodicals or Newsletters

The firm engages in the dissemination of diverse financial educational materials through the publication of periodicals.

Educational Seminars & Workshops

The firm organizes and conducts seminars or workshops aimed at enlightening investors on various financial concepts.


Fee Structures

Financial advisory fees usually are based on the services provided. Fee types charged by Sage Financial Advisors Inc. most likely consist of the following fee types: asset-based, hourly or fixed. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by the firm.

Available
Percentage of Assets Under Management (AUM)
Hourly
Fixed Fees (Other than subscription)
Other
Unavailable
Subscription (Newsletter or Periodical)
Commissions
Performance-based Fees

Types of Clients

*The Securities & Exchange Commission defines someone as “high net worth” if they have $750,000 or more in investable assets or $1.5M of estimated total net worth.


This Office Location

Firm location 110 Country Estates Cir # 3, Reno, NV 89511, USA
Phone (775) 324-7244
Directions
Google My Business Reviews:
5 Stars

Other Office Locations

Firm Headquarters
Firm headquarters location 8980 E. RAINTREE DRIVE, SUITE 120, SCOTTSDALE, AZ 85260, United States

This firm has no other locations.

State Registrations

Sage Financial Advisors Inc. is registered to service clients in the following states:

  • Arizona
  • California
  • Oregon
  • Texas

Disciplinary History

Sage Financial Advisors Inc. does not have any disclosures. Please visit it's Form ADV for more details.

FREQUENTLY ASKED QUESTIONS

Fiduciary Financial Advisor FAQs