Sage Financial Advisors Inc.

Sage Financial Advisors Inc. (CRD# 107607) is a financial advisory firm headquartered in Reno, NV. They manage $109,892,333 in 497 accounts and serve the financial needs of clients across 4 states (or territories).

By the Numbers
  • Total Assets Under Management
    110
    MILLION
  • Total Number of Accounts
    497
    ACCOUNTS
  • Average Account Value
    $221,111
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
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.

CA, NV, OR, TX

Financial Advisors at Sage Financial Advisors Inc.
Showing 1 - 2 of 2 top financial advisors.
1
Kirstin L. Griffin
CRD#: 4803413
110 Country Estates Circle, Suite 3, Reno, NV 89511
93
Wealthminder
score

Kirstin Griffin (CRD# 4803413) is an Investment Advisor Representative working at Sage Financial Advisors Inc. in Reno, NV and has over 12 years of experience in the finance industry.

2
Brian M. Loy
CRD#: 1063816
110 Country Estates Circle, Suite 3, Reno, NV 89511
93
Wealthminder
score

Brian Loy (CRD# 1063816) is an Investment Advisor Representative working at Sage Financial Advisors Inc. in Reno, NV and has over 26 years of experience in the finance industry.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.