Sageguard Financial Group, LLC fees and pricing

Published fees

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

Hourly rate

$100/hr

“In the majority of cases, the firm charges an hourly fee of $100 per hour, billed in six minute increments, for financial planning services.”

Flat or project fee

$200⁠-⁠$2,000

“Fixed fees can range from $200 to $2,000 and are based on the complexity of the work required.”

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

How Sageguard Financial Group, LLC bills

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

• “Investment Adviser Representative (the representative) These fees are negotiable depending upon the needs of the client and complexity of the situation.”
• “Fees are paid quarterly in arrears, and clients may terminate their contracts with thirty days’ written notice.”
• “Because fees are charged in arrears, no refund policy is necessary.”

How Sageguard Financial Group, LLC’s fees compare

• Its hourly rate of $100 is below the Tennessee median of $275. 1% of the 111 other Tennessee planners that publish an hourly rate charge less.
• Its flat or project fee of $200-$2,000 is below the Tennessee median of $3,000. 18% of the 89 other Tennessee planners that publish a flat or project fee charge less.

About Sageguard Financial Group, LLC

• Firm size: 14 employees.
• Registered as an adviser: 2022 (4 years).

Planning areas mentioned in the brochure

• Estate planning

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

1.8% a year

Clients

2,469

Employees

14

Works with

Individuals and high net worth individuals

Services reported to regulators

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

Assets managed

$755,666,448

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

160266

Website

sageguardfinancial.com (opens in new tab)

Phone

(615) 859-4567

Can advise clients in 28 states: Alabama, Arkansas, Arizona, California, Colorado, Florida, Georgia, Illinois, Indiana, Kentucky, Louisiana, Michigan, Minnesota, Missouri, Mississippi, North Carolina, Nebraska, New Hampshire, New York, Ohio, Oklahoma, Pennsylvania, South Carolina, South Dakota, Tennessee, Texas, Virginia, Washington

Other planners in Goodlettsville that publish fees

• Paul Winkler, Inc.Goodlettsville$225/hr, $100⁠-⁠$250
• Abound Wealth Management, LLCFranklin$5,200, $4,200/yr
• Acumen Wealth Advisors, LLCChattanooga$499/hr
• Adkins Asset Management LLCCordova$250/hr
• Adventedge Financial, LLCApison$200/hr, $500
• Aj AdvisorsNashville$300/hr, $500⁠-⁠$5,000

Compare all 240 planners in Tennessee