Sage Wealth Planning fees and pricing
Financial planner in Georgetown, Texas. Registered with the SEC.
According to its Form ADV Part 2A brochure dated March 2, 2026, Sage Wealth Planning charges an annual fee of $5,000-$40,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 2, 2026. Fees can change, so confirm with the firm before you hire them.
- Annual fee
- $5,000-$40,000/yr
“Financial planning fees typically range from $5,000 to $40,000 per year depending on the nature and complexity of a client’s financial situation and the specific financial planning services to be provided by Adviser.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Sage Wealth Planning bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees are generally deducted in advance on a quarterly basis from clients’ assets and based upon the market value of such assets managed by Adviser as of the last day of the prior calendar quarter.”
- “To the extent any fees are charged in advance, such fees will be prorated through the effective date of termination and refunded to the client.”
How Sage Wealth Planning’s fees compare
- Its annual fee of $5,000-$40,000 spans the Texas median of $6,000. 90% of the 106 other Texas planners that publish an annual fee charge less.
About Sage Wealth Planning
- Firm size: 3 employees.
- Registered as an adviser: 2025.
Firm details from Form ADV
- How the firm is paid
- Fixed or flat fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 0.4% a year
- Clients
- 119
- Employees
- 3
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and pension consulting
- Assets managed
- $127,014,612
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 300747
- Phone
- (231) 221-2448
Can advise clients in 4 states: Michigan, Missouri, New Hampshire, Texas
Other planners in Georgetown that publish fees
- Growth Horizons Wealth Management LLCGeorgetown$350/hr, $1,000-$20,000
- Modern Financial PlanningGeorgetown$400/hr, $500-$700/mo
- 11 FinancialLufkin$250/hr, $50-$5,000
- 1900 WealthSan Antonio$350/hr, $1,500
- 360 Wealth CreationAustin$250/hr
- 3T Advisors LLCWaco$250/hr, $250-$10,000
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.