Sage Financial Group Inc. fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed June 26, 2026. Fees can change, so confirm with the firm before you hire them.

Annual fee

$10,000/yr

“Exceptions – As noted above the Registrant generally requires a $1,000,000 minimum asset level and a $10,000 annual minimum fee for investment advisory services.”

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

How Sage Financial Group Inc. bills

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

• “Calculation – The advisory fee for all clients shall be payable quarterly, in advance, based upon the market value of the assets in the account on the last day of the previous quarter.”
• “Specifically, the fee shall be calculated in advance, based upon the market value of the assets under management in the 11 account on the last day of the month directly before each of the three months included in the client’s first quarterly billing cycle.”
• “In the limited event that the Registrant bills the client directly, payment is due upon receipt of the Registrant’s invoice.”

How Sage Financial Group Inc.’s fees compare

• Its annual fee of $10,000 is above the Pennsylvania median of $6,000. 62% of the 74 other Pennsylvania planners that publish an annual fee charge less.

About Sage Financial Group Inc.

• Firm size: 28 employees.
• Credentials named in the brochure: CFP®.
• Registered as an adviser: 2002 (24 years).

Firm details from Form ADV

How the firm is paid

Fixed or flat fees, percentage of assets under management, performance based fees

Charges a % of assets

Yes

Highest asset based fee in brochure

1% a year

Minimum

$10,000 in assets (stated in brochure)

Clients

1,101

Employees

28

Works with

Individuals, high net worth individuals, pooled investment vehicles, pension and profit sharing plans, charities, and businesses

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for businesses and institutions, and selecting other advisers

Assets managed

$4,291,847,204

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

116574

Website

linkedin.com/company/70394 (opens in new tab)

Phone

(484) 342-4400

Can advise clients in 22 states: Arizona, California, Colorado, Connecticut, District of Columbia, Delaware, Florida, Illinois, Louisiana, Massachusetts, Maryland, Michigan, North Carolina, New Hampshire, New Jersey, New York, Ohio, Pennsylvania, South Carolina, Tennessee, Texas, Virginia

Other planners in Pennsylvania that publish fees

• 100 Plus PlanningCenter Valley$1,000⁠-⁠$6,000
• 10TH Street CapitalPhiladelphia$300/hr, $3,000⁠-⁠$20,000
• 2ND Story Wealth PlannersPlymouth Meeting$400/hr, $3,000⁠-⁠$6,000
• 80 West Asset Management, LLCPittsburgh$250/hr, $2,000/yr
• A Better Way Financial, LLCAllentown$500⁠-⁠$2,399/yr
• A. Neff Associates LLCPittsburgh$150/hr

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