Sage Wealth Advisors LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 27, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$200/hr

“Fees are billed at the rate of $200.00 an hour.”

Flat or project fee

$2,500⁠-⁠$5,000

“Typically, comprehensive plans range from $2,500 to $5,000, and basic plans range from $750 to $2,500.”

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

How Sage Wealth Advisors LLC bills

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

• “The annual fee is prorated and charged quarterly in arrears, based on the market value of the assets managed by Sage Wealth Advisors as of the last day of the previous quarter.”
• “The client must provide consent in advance for the direct debit of their investment account.”
• “Additionally, Sage Wealth Advisors sends an invoice for payment in accordance with applicable regulations.”

How Sage Wealth Advisors LLC’s fees compare

• Its hourly rate of $200 is below the Massachusetts median of $300. 13% of the 183 other Massachusetts planners that publish an hourly rate charge less.
• Its flat or project fee of $2,500-$5,000 spans the Massachusetts median of $4,750. 42% of the 158 other Massachusetts planners that publish a flat or project fee charge less.

About Sage Wealth Advisors LLC

• Solo practice: one person runs the firm, so you work directly with the planner.
• Credentials named in the brochure: CFP®.
• Registered as an adviser: 2001 (25 years).

Planning areas mentioned in the brochure

• Estate planning
• Cash flow and budgeting

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

1.25% a year

Clients

79

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

$49,324,086

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

128997

Website

sagewealthadvisorsonline.com (opens in new tab)

Phone

(508) 748-2550

Other planners in Marion that publish fees

• Baldwin Wealth Partners, LLCMarion$600⁠-⁠$1,500/mo
• Cottage Street AdvisorsMarion$250⁠-⁠$500/hr, $2,500⁠-⁠$10,000
• 1620 Investment Advisors, Inc.Plymouth$75⁠-⁠$175/hr
• Aaf Wealth Management, LLCWestborough$350/hr, $750⁠-⁠$10,000
• Abraham, Robert Ralph JRSalem$400⁠-⁠$3,000
• Access Financial Planning, LLCNewburyport$6,000⁠-⁠$10,000/yr

Compare all 3 planners in Marion