Sagefolio Advisors fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed September 16, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee

$500⁠-⁠$1,250

“For Flat Fee Financial Planning services, the Firm charges a flat fee ranging from $500 to $1,250 per engagement, depending upon the scope and complexity of the services to be provided.”

Annual fee

$500⁠-⁠$1,250/yr

“The Firm offers ongoing financial-planning services and ongoing cash-flow and budget advisory services for an annual fixed fee generally ranging from $500 to $1,250 per year, depending on the scope and complexity of the engagement.”

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

How Sagefolio Advisors bills

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

• “If the advisory agreement is terminated before all five stages have been completed, the Firm will retain $50 for each completed stage and promptly refund the remaining unearned portion of the $250 engagement fee.”
• “The specific hourly rate and scope of services are agreed upon in advance.”
• “Hourly fees are billed in arrears and are due upon receipt of invoice.”

How Sagefolio Advisors’ fees compare

• Its flat or project fee of $500-$1,250 is below the Texas median of $3,850. 7% of the 401 other Texas planners that publish a flat or project fee charge less.
• None of the 3 other planners in Lubbock that publish a flat or project fee charge less.
• Its annual fee of $500-$1,250 is below the Texas median of $6,000. 10% of the 106 other Texas planners that publish an annual fee charge less.

About Sagefolio Advisors

• 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

0.85% a year

Employees

1

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, and educational seminars and workshops

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

342600

Website

sagefolioadvisors.com (opens in new tab)

Phone

(806) 412-8797

Other planners in Lubbock that publish fees

• Aim Advisory Group, LLCLubbock$300/hr, $500⁠-⁠$10,000
• Amicus Financial Advisors, LLCLubbock$250/hr
• Angel Legacy Advisors, LLCLubbock$300/hr, $500⁠-⁠$3,000
• Lonestar Registered Investment Advisors, LLCLubbock$200/hr, $2,500
• Mcdonald Capital ManagementLubbock$250/hr, $1,000/yr

Compare all 10 planners in Lubbock