PlannerFees

Sage Financial Advisors Inc. fees and pricing

Financial planner in Scottsdale, Arizona. Registered with the SEC.

According to its Form ADV Part 2A brochure dated March 23, 2026, Sage Financial Advisors Inc. charges $220⁠-⁠$375 an hour, a flat or project fee of $1,000⁠-⁠$20,000, a quarterly fee of $468, and an annual fee of $1,875 for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 23, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate
$220⁠-⁠$375/hr
“Registrant’s planning and consulting fees are negotiable, but generally range from $1,000 to $20,000 on a fixed fee basis, and from $220 to $375 on an hourly rate basis, depending upon the level and scope of the service(s) required and the professional(s) rendering the service(s).”
Flat or project fee
$1,000⁠-⁠$20,000

From the same sentence as above.

Quarterly fee
$468/qtr
“The Registrant generally requires a minimum annual fee of $1,875.00 ($468.75 quarterly) for investment advisory services.”
Annual fee
$1,875/yr

From the same sentence as above.

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Sage Financial Advisors Inc. bills

Payment and refund terms, quoted from the fee section of the brochure.

  • “In the limited event that the Registrant bills the client directly, payment is due upon receipt of the Registrant’s invoice.”
  • “The Registrant shall deduct fees and/or bill clients quarterly in arrears, based upon the market value of the assets on the last business day of the previous quarter.”
  • “Registrant's annual investment advisory fee shall be prorated and paid quarterly, in arrears, based upon the market value of the assets on the last business day of the previous quarter, including any accrued interest or dividends.”

How Sage Financial Advisors Inc.’s fees compare

  • Its hourly rate of $220-$375 spans the Arizona median of $275. 51% of the 195 other Arizona planners that publish an hourly rate charge less.
  • 19 of the 53 other planners in Scottsdale that publish an hourly rate charge less.
  • Its flat or project fee of $1,000-$20,000 spans the Arizona median of $3,100. 87% of the 164 other Arizona planners that publish a flat or project fee charge less.
  • 39 of the 47 other planners in Scottsdale that publish a flat or project fee charge less.
  • Its annual fee of $1,875 is below the Arizona median of $10,000. 9% of the 43 other Arizona planners that publish an annual fee charge less.
  • None of the 14 other planners in Scottsdale that publish an annual fee charge less.

About Sage Financial Advisors Inc.

“The client can determine to engage the Registrant to provide discretionary investment advisory services on a fee-only basis.”
From the firm's description of its advisory business in its Form ADV brochure.
  • Firm size: 7 employees.
  • Registered as an adviser: 2001 (25 years).

Planning areas mentioned in the brochure

  • Retirement planning
  • Tax planning
  • Estate planning
  • College planning

Firm details from Form ADV

How the firm is paid
Hourly fees, fixed or flat fees, percentage of assets under management
Charges a % of assets
Yes
Highest asset based fee in brochure
0.75% a year
Minimum
$250,000 in assets (stated in brochure)
Clients
115
Employees
7
Works with
Individuals and high net worth individuals
Services reported to regulators
Financial planning, portfolio management for individuals and small businesses, pension consulting, educational seminars and workshops, and other services
Assets managed
$270,296,873
Registered with
U.S. Securities and Exchange Commission
Disciplinary disclosures
None reported
SEC CRD number
116933
Phone
(480) 305-8060

Can advise clients in 4 states: Arizona, California, Oregon, Texas

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