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

116 W 8th Street, Unit 207, Georgetown, TX 78626

https://linkedin.com/company/sage-wealth-planning-llc

By the Numbers

Total Assets Under Management

100

MILLION
Total Number of Accounts

328

ACCOUNTS
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

Showing 1 - 2 of 2 top financial advisors.

Ethan C. Kok

CRD#: 7370947

Midland, MI

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.

Paige A. Millikin

CRD#: 7379891

Canton, MI

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.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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