Sage Capital Advisors, LLC fees and pricing
Financial planner in Sioux Falls, South Dakota. Registered with the SEC.
According to its Form ADV Part 2A brochure dated September 29, 2026, Sage Capital Advisors, LLC charges $250 an hour for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed September 29, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $250/hr
“Hourly fees are $250.00 per hour or a predetermined fee starting at $1,000.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Sage Capital Advisors, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “The fees for investment advisory services are billed on a tiered fee schedule.”
- “It is important to note that Sage bills on cash and cash equivalents when part of an investment strategy.”
- “In all cases, the Client’s fee will be agreed upon in advance and indicated in the Client Agreement.”
How Sage Capital Advisors, LLC’s fees compare
- Its hourly rate of $250 matches the South Dakota median of $250. 46% of the 13 other South Dakota planners that publish an hourly rate charge less.
- 4 of the 8 other planners in Sioux Falls that publish an hourly rate charge less.
About Sage Capital Advisors, LLC
- Firm size: 8 employees.
- Registered as an adviser: 2005 (21 years).
Firm details from Form ADV
- How the firm is paid
- Hourly fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 1.5% a year
- Clients
- 220
- Employees
- 8
- Works with
- Individuals, high net worth individuals, pension and profit sharing plans, charities, and businesses
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, pension consulting, selecting other advisers, newsletters and publications, and educational seminars and workshops
- Assets managed
- $672,828,607
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 136577
- Phone
- (844) 279-7243
Can advise clients in 9 states: Arizona, California, Louisiana, Maryland, Minnesota, Nebraska, New Hampshire, South Dakota, Texas
Other planners in Sioux Falls that publish fees
- Alternative Strategies Group, Inc.Sioux Falls$1,000
- Aspen Private Advisors, LLCSioux Falls$400/hr, $50,000
- Hyline WealthSioux Falls$150-$250/hr, $1,000
- Impact Wealth ManagementSioux Falls$375/hr, $4,000
- Intelligent InvestmentsSioux Falls$200/hr
- Resolve Capital Management LLCSioux Falls$500-$5,000, $3,000/yr
Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.