# Pacific Sage Partners, LLC

> Pacific Sage Partners, LLC is an SEC-registered investment advisory firm in Edmonds, WA, registered since 2021, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated March 4, 2026.

- CRD: 315663
- Filed as: PACIFIC SAGE PARTNERS, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Edmonds, WA
- Filing period: October 2026
- Form ADV filing dated: March 4, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/315663
- AdvisorCensus page: https://advisorcensus.com/firm/pacific-sage-partners-llc-edmonds-wa-315663

## Quick answers

**How is Pacific Sage Partners, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Pacific Sage Partners, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**How much does Pacific Sage Partners, LLC charge?**
Its Form ADV Part 2A brochure dated March 4, 2026 states: Asset-based fee: 0.5% to 1.25% a year (a range, as the brochure states it); Hourly rate: $100 to $500 an hour (financial planning services). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Pacific Sage Partners, LLC located?**
Pacific Sage Partners, LLC's principal office is in Edmonds, WA, according to its Form ADV.

**Is Pacific Sage Partners, LLC registered with the SEC or a state?**
Pacific Sage Partners, LLC is an SEC-registered investment advisory firm, registered since 2021. Status as filed: Approved. CRD 315663.

**How much does Pacific Sage Partners, LLC manage?**
Pacific Sage Partners, LLC reports $986,251,535 in regulatory assets under management in its Form ADV filing dated March 4, 2026 (100% discretionary).

**How have Pacific Sage Partners, LLC's assets and staff changed since 2022?**
In the Form ADV data for Pacific Sage Partners, LLC: Regulatory assets under management: $696,082,978 in the October 2022 data and $986,251,535 in the October 2026 data, up 42%. Total employees: 5 in October 2022 and 8 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Pacific Sage Partners, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (582); high net worth individuals (222); corporations or other businesses not listed above (19).

**Which custodians does Pacific Sage Partners, LLC use?**
Pacific Sage Partners, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Pacific Sage Partners, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/315663

**Does Pacific Sage Partners, LLC state an account minimum?**
Its Form ADV Part 2A brochure dated March 4, 2026 says: "Pacific Sage generally does not impose a minimum relationship size."

**What changed in Pacific Sage Partners, LLC's recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $857,768,310 to $986,251,535 (+15%). Registered or notice-filed in ID, LA.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated March 4, 2026)

- Asset-based fee: 0.5% to 1.25% a year (a range, as the brochure states it)

> Investment advisory fees range from 0.50% to 1.25% annually based on several factors, including: the scope and complexity of the services to be provided; the level of assets to be managed; and the overall relationship with the Advisor.

- Account minimum: None

> Pacific Sage generally does not impose a minimum relationship size.

- Hourly rate: $100 to $500 an hour (financial planning services)

> Pacific Sage offers financial planning services either on an hourly basis or a fixed engagement fee. Hourly fees range from $100 to $500 per hour.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $986,251,535
- Discretionary: $985,492,985
- Non-discretionary: $758,550

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 582 | $189,338,554 |
| High net worth individuals | 222 | $756,835,253 |
| Charitable organizations | 7 | $12,207,477 |
| Corporations or other businesses not listed above | 19 | $27,870,251 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2021 (4 years)
- Employees: 8 total, 4 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AZ, CA, CO, ID, LA, MT, NH, OR, TX, WA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [pacificsagepartners.com](https://pacificsagepartners.com)
- LinkedIn @pacific-sage-partners-llc

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2022 | $696,082,978 | 5 | May 19, 2022 |
| October 2023 | $676,948,575 | 6 | April 28, 2023 |
| October 2024 | $767,298,042 | 8 | July 1, 2024 |
| October 2025 | $857,768,310 | 11 | March 4, 2025 |
| October 2026 | $986,251,535 | 8 | March 4, 2026 |

Regulatory assets under management: $696,082,978 in the October 2022 data and $986,251,535 in the October 2026 data, up 42%.
Total employees: 5 in October 2022 and 8 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $857,768,310 to $986,251,535 (+15%).
- Registered or notice-filed in ID, LA.

### December 2025
- Registered or notice-filed in NH.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Pacific Sage Partners, LLC (CRD 315663): Form ADV filing data as of October 2026.