Sage Saguaro Financial Planning fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed September 3, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$500/hr

“Services are offered based on an hourly fee of $500 per hour.”

Flat or project fee

$3,500⁠-⁠$10,000

“-4- FIXED FEES Financial Planning Services are offered based on a flat fee between $3,500 and $10,000.”

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

How Sage Saguaro Financial Planning bills

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

• “Fees are billed quarterly in arrears based on an average daily balance of the account for the previous quarter.”
• “Fees are billed quarterly in arrears based on an average daily balance of the account for the previous quarter.”
• “New investments made during the quarter will be assessed and billed for the remainder of the quarter.”

How Sage Saguaro Financial Planning’s fees compare

• Its hourly rate of $500 is above the Arizona median of $275. 88% of the 195 other Arizona planners that publish an hourly rate charge less.
• 3 of the 3 other planners in Glendale that publish an hourly rate charge less.
• Its flat or project fee of $3,500-$10,000 is above the Arizona median of $3,100. 79% of the 164 other Arizona planners that publish a flat or project fee charge less.
• 2 of the 2 other planners in Glendale that publish a flat or project fee charge less.

About Sage Saguaro Financial Planning

• Solo practice: one person runs the firm, so you work directly with the planner.
• Registered as an adviser: 2026.

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

1.2% a year

Employees

1

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, and selecting other advisers

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

343892

Website

sagesaguarofinancial.com (opens in new tab)

Phone

(623) 624-7112

Other planners in Glendale that publish fees

• Crafted Financial PlanningGlendale$2,500⁠-⁠$5,000, $50/mo
• Dynamic Financial Solutions, LLCGlendale$100⁠-⁠$250/hr
• Eps Wealth ManagementGlendale$250/hr, $950⁠-⁠$5,000
• Mcbee Advisors, Inc.Glendale$200⁠-⁠$400/hr

Compare all 7 planners in Glendale