Philip J. Sagan Financial Consulting, Inc.

Philip J. Sagan Financial Consulting, Inc. (CRD# 130358) is a financial advisory firm headquartered in Newton Center, MA. They manage $294,353 in 1 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.


Financial Advisors at Philip J. Sagan Financial Consulting, Inc.
Showing 1 - 1 of 1 top financial advisors.
Philip J. Sagan
CRD#: 4752693
One Cranberry Hill, Lexington, MA 02421

Philip Sagan (CRD# 4752693) is an Investment Advisor Representative working at Philip J. Sagan Financial Consulting, Inc. in Lexington, MA and has 1 year of experience in the finance industry. Philip Sagan has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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