Sage Wealth Planning
Sage Wealth Planning (CRD# 300747) is a financial advisory firm headquartered in Georgetown, TX. They manage $100,479,115 in 328 accounts and serve the financial needs of clients across 4 states (or territories).
Current Firm Details
By the Numbers
-
Total Assets Under Management100MILLION
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Total Number of Accounts328ACCOUNTS
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Average Account Value$306,339
Compensation Options
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
MI, MO, SC, TX
Financial Advisors at Sage Wealth Planning
1
Ethan Kok (CRD# 7370947) is an Investment Advisor Representative working at Sage Wealth Planning in Midland, MI and has over 3 years of experience in the finance industry.
2
Paige Millikin (CRD# 7379891) is an Investment Advisor Representative working at Sage Wealth Planning in Canton, MI and has 1 year of experience in the finance industry.
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