Sage Path Solutions fees and pricing

Published fees

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

Hourly rate

$350/hr

“Services are offered based on an hourly fee of $350 per hour.”

Flat or project fee

$5,800⁠-⁠$10,000

“- 3- FIXED FEES Financial Planning Services are offered based on a flat fee between $5,800 to $10,000.”

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

How Sage Path Solutions bills

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

• “Fees are billed quarterly in advance based on the amount of assets managed as of the close of business on the last business day of the previous quarter.”
• “For accounts opened or closed mid-billing period, fees will be prorated based on the days services are provided during the given period.”
• “Investment management fees are billed quarterly in advance, meaning that we invoice you before the billing period.”

How Sage Path Solutions’ fees compare

• Its hourly rate of $350 is above the California median of $300. 58% of the 932 other California planners that publish an hourly rate charge less.
• 46 of the 73 other planners in San Diego that publish an hourly rate charge less.
• Its flat or project fee of $5,800-$10,000 is above the California median of $5,000. 73% of the 796 other California planners that publish a flat or project fee charge less.
• 45 of the 68 other planners in San Diego that publish a flat or project fee charge less.

About Sage Path Solutions

• Solo practice: one person runs the firm, so you work directly with the planner.
• Credentials named in the brochure: CFP®.
• Registered as an adviser: 2020 (6 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

3% a year

Clients

62

Employees

1

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning and portfolio management for individuals and small businesses

Assets managed

$75,846,582

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

307479

Website

sagepathsolutions.com (opens in new tab)

Phone

(619) 501-6011

Can advise clients in 2 states: California, Texas

Other planners in San Diego that publish fees

• 401 FinancialSan Diego$250/hr, $500
• 7 Streets Financial, LLCSan Diego$100⁠-⁠$400/hr, Up to $15,000
• Abundance PathwaysSan Diego$75/hr, $2,500
• Ac3 CapitalSan Diego$100/hr, $500⁠-⁠$2,000
• AdviceonlySan Diego$50⁠-⁠$600/hr, Up to $10,000
• Ariston Services Group, LLCSan Diego$250⁠-⁠$350/hr, $500⁠-⁠$25,000

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