SAGEGUARD FINANCIAL GROUP, LLC
SEC RegisteredFinancial Planning That Adapts to Life
About the firm
SageGuard Financial Group is an independent financial advisory firm based in Goodlettsville, Tennessee. For more than 16 years, they have supported individuals, couples, families, and the next generation through life's financial decisions, focusing on building lasting relationships through clear communication, consistent service, and thoughtful strategies.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Personalized investment planning, ongoing asset management, strategic retirement planning, and tax planning and preparation, with most portfolios managed in-house and coordinated with local CPAs for tax alignment.
Who they serve
Individuals, couples, families, and the next generation navigating life's financial decisions, including those preparing for retirement, managing change, or planning for future generations.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 2,338 | $416M |
| High Net Worth Individuals | 131 | $339M |
| Investment Companies | 0 | — |
| Pooled Investment Vehicles | 0 | $0 |
| Pension/Profit Sharing Plans | 0 | $0 |
| Charitable Organizations | 0 | $0 |
| State/Municipal Entities | 0 | — |
| Insurance Companies | 0 | — |
| Sovereign Wealth Funds | 0 | — |
| Corporations | 0 | $0 |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
14 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| All assets up to $250,000 | 1.80% |
| $250,001 to $750,000 | 1.60% |
| $750,001 to $1,000,000 | 1.40% |
| All assets above $1,000,000 | 1.20% |
Data as of March 31, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. SAGEGUARD FINANCIAL GROUP, 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.
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