Sage Wealth Advisors LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$49,324,086
Clients
79
19% high-net-worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
79
Very HighAverage account size
$624,356
About
Sage Wealth Advisors is a fee-only registered investment adviser that works with individuals, families, trusts, estates and small businesses to provide comprehensive wealth management, investment management, and standalone financial planning. The firm offers tailored engagements that may include implementation, ongoing monitoring, special projects, and coordination with clients’ other professionals.
The firm begins relationships by assessing a client’s situation and documenting objectives in a written Investment Policy Statement, then uses a multi-model allocation process that can combine passive ETFs, actively managed funds, dividend-paying stocks, and individual municipal bonds with periodic rebalancing and negotiated review schedules. Discretionary management is provided under written agreements, and the firm emphasizes ongoing communication while prohibiting access to clients’ online investment accounts (clients are asked not to share passwords or user IDs).
Compared with many peers, the firm highlights a few operational and policy distinctions: it operates on a strictly fee-only basis (no commissions or performance-based fees), may recommend third‑party managers without receiving compensation, and requires professional credentials and experience standards for investment personnel. The brochure also notes formal business continuity and information security programs and an explicit policy not to accept proxy‑voting authority — policies that may be less common among similarly sized advisory firms.
Client services
Financial planning
Portfolio management
Fee options
$0 - $250,000: Not explicitly stated, but implied no management fee as minimum is $500,000 $250,000 - $500,000: 1.25% annual fee $500,000 - $1,500,000: 1.00% annual fee $1,500,000 - $2,000,000: 0.85% annual fee $2,000,000 - $5,000,000: 0.75% annual fee $5,000,000 - $10,000,000: 0.60% annual fee $10,000,000+: 0.50% annual fee
$200.00 per hour for financial planning and consulting services.
Account minimum: $500,000 Fee-only: Fee-only compensation; no commissions or performance-based fees accepted.
Main office location
Sage Wealth Advisors LLC
Marion MA, United States
Number of offices
1
Most active in
Sage Wealth Advisors LLC has reported serving >5 clients in these states in the last 12 months.
Massachusetts
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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