Sagevest Wealth Management fees and pricing
Financial planner in Mclean, Virginia. Registered with the SEC.
According to its Form ADV Part 2A brochure dated June 15, 2026, Sagevest Wealth Management charges $100-$500 an hour for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed June 15, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $100-$500/hr
“Fees are charged at an hourly rate ranging from $100 to $500 per hour for professional services.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Sagevest Wealth Management bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees are billed quarterly, in advance, and are based upon the total value of the account (including all securities and cash) as of the last day of the previous quarter.”
- “Because fees are billed in advance, for the initial billing period SageVest will prorate its fee for 5 the portion of the quarter of which an active Wealth Management Agreement was in place.”
- “Clients are not entitled to any discount or refund of fees in the event that they do not elect to receive these FP services.”
How Sagevest Wealth Management’s fees compare
- Its hourly rate of $100-$500 spans the Virginia median of $260. 53% of the 203 other Virginia planners that publish an hourly rate charge less.
- 6 of the 10 other planners in Mclean that publish an hourly rate charge less.
About Sagevest Wealth Management
“Clients who work with SageVest are typically seeking an advisor who knows each client well, approaches each relationship on an individual basis, and who helps to coordinate a host of financial considerations on a comprehensive basis, rendering true wealth management services.”
- Firm size: 6 employees.
- Registered as an adviser: 2007 (19 years).
Planning areas mentioned in the brochure
- College 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% a year
- Minimum
- $1,000,000 in assets (stated in brochure)
- Clients
- 150
- Employees
- 6
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, selecting other advisers, and educational seminars and workshops
- Assets managed
- $423,234,598
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 143562
- Phone
- (703) 992-7650
Can advise clients in 8 states: District of Columbia, Florida, Maryland, North Carolina, New Jersey, New York, Texas, Virginia
Other planners in Mclean that publish fees
- Activ8 Family Office LLCMclean$400/hr, $2,500-$100,000
- Acts Financial AdvisorsMclean$450/hr
- Advisors Financial, Inc.Mclean$250-$500/hr
- Alpha Financial Advisors, LLCMclean$250/hr
- Argo Wealth Advisory, LLCMclean$500-$50,000
- B&l Wealth Group, LLCMclean$250/hr, $2,000-$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.