Sage Financial Advisors Inc.

Sage Financial Advisors Inc. (CRD# 116933) is a financial advisory firm headquartered in Scottsdale, AZ. They manage $161,592,731 in 301 accounts and serve the financial needs of clients across 4 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    162
    MILLION
  • Total Number of Accounts
    301
    ACCOUNTS
  • Average Account Value
    $536,853
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
  • Pension consulting services
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, CA, OR, TX

Financial Advisors at Sage Financial Advisors Inc.
Showing 1 - 5 of 5 top financial advisors.
1
Sharon M. Bargetto
CRD#: 2253141
Scotts Valley, CA

Sharon Bargetto (CRD# 2253141) is an Investment Advisor Representative working at Sage Financial Advisors Inc. in Scotts Valley, CA and has over 21 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
8980 E. Raintree Drive, Suite 120, Scottsdale, AZ 85260

Kelly Christensen (CRD# 2254214) is an Investment Advisor Representative working at Sage Financial Advisors Inc. in Scottsdale, AZ and has over 25 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
Andrew W. Holemon
CRD#: 6485875
8980 E. Raintree Drive, Suite 120, Scottsdale, AZ 85260

Andrew Holemon (CRD# 6485875) is an Investment Advisor Representative working at Sage Financial Advisors Inc. in Scottsdale, AZ and has over 8 years of experience in the finance industry. Andrew Holemon 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.

4
Michael P. Christensen
CRD#: 7828750
8980 E. Raintree Drive, Suite 120, Scottsdale, AZ 85260

Michael Christensen (CRD# 7828750) is an Investment Advisor Representative working at Sage Financial Advisors Inc. in Scottsdale, AZ and has 1 year of experience in the finance industry.

5
William H. Christensen
CRD#: 7836933
8980 E. Raintree Drive, Suite 120, Scottsdale, AZ 85260

William Christensen (CRD# 7836933) 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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