Sage Financial Advisors Inc.

Sage Financial Advisors Inc. (CRD# 116933) is a financial advisory firm headquartered in Scottsdale, AZ. They manage $115,137,694 in 267 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    115
    MILLION
  • Total Number of Accounts
    267
    ACCOUNTS
  • Average Account Value
    $431,227
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Educational seminars/workshops
  • Other
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.

AZ, CA, OR

Financial Advisors at Sage Financial Advisors Inc.
Showing 1 - 7 of 7 top financial advisors.
1
Sharon M. Bargetto
CRD#: 2253141
Scotts Valley, CA
96
Wealthminder
score

Sharon Bargetto (CRD# 2253141) is an Investment Advisor Representative working at Sage Financial Advisors Inc. in Scotts Valley, CA and has over 14 years of experience in the finance industry. Sharon Bargetto 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.

2
Kelly A. Christensen
CRD#: 2254214
14238 N. Northsight Blvd., Scottsdale, AZ 85260
96
Wealthminder
score

Kelly Christensen (CRD# 2254214) is an Investment Advisor Representative working at Sage Financial Advisors Inc. in Scottsdale, AZ and has over 18 years of experience in the finance industry. Kelly Christensen 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.

3
Matthew O. Everroad
CRD#: 4476180
14238 N. Northsight Blvd., Scottsdale, AZ 85260
93
Wealthminder
score

Matthew Everroad (CRD# 4476180) is an Investment Advisor Representative working at Sage Financial Advisors Inc. in Scottsdale, AZ and has over 17 years of experience in the finance industry.

4
Jon D. Hermanson
CRD#: 4476183
14238 N. Northsight Blvd., Scottsdale, AZ 85260
93
Wealthminder
score

Jon Hermanson (CRD# 4476183) is an Investment Advisor Representative working at Sage Financial Advisors Inc. in Scottsdale, AZ and has over 17 years of experience in the finance industry.

5
David J. Rauch
CRD#: 3215327
14238 N. Northsight Blvd., Scottsdale, AZ 85260
93
Wealthminder
score

David Rauch (CRD# 3215327) is an Investment Advisor Representative working at Sage Financial Advisors Inc. in Scottsdale, AZ and has over 17 years of experience in the finance industry.

6
Amy B. Oh
CRD#: 4649296
Lake Oswego, OR
90
Wealthminder
score

Amy Oh (CRD# 4649296) is an Investment Advisor Representative working at Sage Financial Advisors Inc. in Lake Oswego, OR and has 1 year of experience in the finance industry. Amy Oh 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.

7
Andrew W. Holemon
CRD#: 6485875
14238 N. Northsight Blvd., Scottsdale, AZ 85260
87
Wealthminder
score

Andrew Holemon (CRD# 6485875) is an Investment Advisor Representative working at Sage Financial Advisors Inc. in Scottsdale, AZ and has 1 year of experience in the finance industry.

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