Sage Investment Counsel fees and pricing
Financial planner in Franklin, Tennessee. Registered with the SEC.
According to its Form ADV Part 2A brochure dated March 3, 2026, Sage Investment Counsel charges an annual fee of $15,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 3, 2026. Fees can change, so confirm with the firm before you hire them.
- Annual fee
- $15,000/yr
“Generally, we charge a maximum, fixed annual fee of up to 11 $15,000.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Sage Investment Counsel bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Performance measurement services are billed at a lower rate than investment management services. 9 B) How we bill for our fees Our clients pay us quarterly fees.”
- “If your fees are due in arrears, we calculate quarterly fees on the ending value of your account for the relevant calendar quarter.”
- “Conversely, if your fees are due in advance, we calculate quarterly fees based on the ending value of your account as of the last day of the previous quarter.”
How Sage Investment Counsel’s fees compare
- Its annual fee of $15,000 is above the Tennessee median of $7,250. 69% of the 35 other Tennessee planners that publish an annual fee charge less.
- 4 of the 4 other planners in Franklin that publish an annual fee charge less.
About Sage Investment Counsel
- Firm size: 4 employees.
- Founded: 1989 (37 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
- 1.5% a year
- Clients
- 79
- Employees
- 4
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, pension consulting, selecting other advisers, and other services
- Assets managed
- $164,594,287
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 116907
- Phone
- (615) 591-1210
Other planners in Franklin that publish fees
- Abound Wealth Management, LLCFranklin$5,200, $4,200/yr
- Arrow AllianceFranklin$2,500, $500-$25,000/mo
- Beacon Capital Management, LLCFranklin$250-$500/hr, $1,200-$10,000
- Cap Partners, LLCFranklin$100-$500/hr, $500-$5,000
- Efinancial Alliance, LLCFranklin$295/hr, $5,000-$10,000
- Goto Financial Advisory LLCFranklin$200/hr, $975
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.