SAGE ADVISORS, LLC
SEC RegisteredInvesting In Your Future
About the firm
Sage Advisors, LLC is a Registered Investment Advisor (RIA) firm founded in 2001 with the sole objective of providing personal, honest, and accurate financial advising to individuals and families. It is an independent financial planning firm with a core focus on genuinely serving each of its clients, whether they be individuals, families, or small businesses. The team is committed to providing accurate, timely, and personal service, offering financial planning and investment management tailored to each client.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Financial planning and investment management tailored to each client, serving both individuals and families as well as companies.
Who they serve
Individuals, families, and small businesses, ranging from young professionals to families to retirees, including business owners, engineers, teachers, nurses, and others who value delegating financial management to spend time on their talents and passions.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 525 | $143M |
| High Net Worth Individuals | 150 | $375M |
| Investment Companies | 0 | — |
| Pooled Investment Vehicles | 0 | $0 |
| Pension/Profit Sharing Plans | 0 | $0 |
| Charitable Organizations | 13 | $55M |
| State/Municipal Entities | 2 | — |
| Insurance Companies | 0 | — |
| Sovereign Wealth Funds | 0 | — |
| Corporations | 0 | $0 |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
4 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| First $250,000 | 1.25% |
| Next $750,000 | 0.75% |
| Next $1,000,000 | 0.50% |
| Next $1,000,000 | 0.30% |
| Next $2,000,000 | 0.20% |
| Over $5,000,000 | 0.00% |
Data as of January 8, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. SAGE ADVISORS, LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.