Sage Financial Design, Inc.

Sage Financial Design, Inc. (CRD# 127996) is a financial advisory firm headquartered in Simsbury, CT. They manage $54,400,000 in 325 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    54
    MILLION
  • Total Number of Accounts
    325
    ACCOUNTS
  • Average Account Value
    $167,385
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • 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.

CT

Financial Advisors at Sage Financial Design, Inc.
Showing 1 - 2 of 2 top financial advisors.
1
Robert S. Thompson
CRD#: 446052
548 Hopmeadow St., Simsbury, CT 06070
93
Wealthminder
score

Robert Thompson (CRD# 446052) is an Investment Advisor Representative working at Sage Financial Design, Inc. in Simsbury, CT and has over 30 years of experience in the finance industry.

2
Laura M. Sundquist
CRD#: 6117586
548 Hopmeadow St, Simsbury, CT 06070
90
Wealthminder
score

Laura Sundquist (CRD# 6117586) is an Investment Advisor Representative working at Sage Financial Design, Inc. in Simsbury, CT and has 1 year of experience in the finance industry. Laura Sundquist 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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