Sage Wealth Consulting, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed February 10, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$450/hr

“Project work is offered at an hourly rate of $450/hour or a fixed fee ranging between $5,000 - $40,000 based on complexity and scope of the project.”

Flat or project fee

$5,000⁠-⁠$40,000

From the same sentence as above.

Quarterly fee

$1,250⁠-⁠$5,000/qtr

“Since fees are paid in arrears, no rebate will be needed upon termination of the account. 8 Comprehensive Financial Planning Plan Type Upfront Planning Fee Quarterly Fee Wealth Plan $5,000 $1,250 Legacy Plan $18,000 $4,500 Comprehensive Financial Planning is offered at two different levels based on complexity and…”

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

How Sage Wealth Consulting, LLC bills

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

• “The actual fee charged to each client may be negotiable based on factors such as the client's financial situation and circumstances, the amount of assets under management or review, and the overall complexity of the services provided.”
• “An account may be terminated with written notice at least 30 calendar days in advance.”
• “Therefore, the upfront portion of the fee will not be paid more than 6 months in advance.”

How Sage Wealth Consulting, LLC’s fees compare

• Its hourly rate of $450 is above the Florida median of $288. 84% of the 372 other Florida planners that publish an hourly rate charge less.
• 10 of the 14 other planners in Sarasota that publish an hourly rate charge less.
• Its flat or project fee of $5,000-$40,000 is above the Florida median of $4,900. 92% of the 320 other Florida planners that publish a flat or project fee charge less.
• 10 of the 12 other planners in Sarasota that publish a flat or project fee charge less.

About Sage Wealth Consulting, LLC

• Principal: Angela Wetzig
• Solo practice: one person runs the firm, so you work directly with the planner.
• Credentials named in the brochure: CFP®.
• Founded: 2018 (8 years).

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% a year

Clients

32

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

$11,965,594

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

298912

Website

sagewealthconsulting.com (opens in new tab)

Phone

(941) 500-3660

Other planners in Sarasota that publish fees

• Advanced Wealth ManagementSarasota$500/hr, $5,000/yr
• Benzina Wealth, LLCSarasota$6,000⁠-⁠$12,000/yr
• Campbell Wealth Advisors, LLCSarasota$5,000⁠-⁠$50,000, $5,000⁠-⁠$50,000/yr
• Clarity Financial DesignSarasota$2,500⁠-⁠$10,000, $450⁠-⁠$1,500/qtr
• CPA Investment Solutions, Inc.Sarasota$200/hr, $5,000
• Echelon Virtual Family Office, LLCSarasota$50,000

Compare all 42 planners in Sarasota