Sage Financial Advisors Inc.

Sage Financial Advisors Inc. (CRD# 116933) is a financial advisory firm headquartered in Scottsdale, AZ. They manage $190,169,664 in 317 accounts and serve the financial needs of clients across 4 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    190
    MILLION
  • Total Number of Accounts
    317
    ACCOUNTS
  • Average Account Value
    $599,904
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.

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.

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.

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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