# Philip J. Sagan Financial Consulting, Inc.

> Philip J. Sagan Financial Consulting, Inc. is a state-registered investment advisory firm in Newton, MA, registered since 1997, reporting under $25 million in regulatory assets under management in its Form ADV filing dated March 14, 2026.

- CRD: 130358
- Filed as: PHILIP J. SAGAN FINANCIAL CONSULTING, INC.
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Newton, MA
- Filing period: October 2026
- Form ADV filing dated: March 14, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/130358
- AdvisorCensus page: https://advisorcensus.com/firm/philip-j-sagan-financial-consulting-inc-newton-ma-130358

## Quick answers

**How is Philip J. Sagan Financial Consulting, Inc. compensated?**
On its Form ADV (Item 5.E, October 2026), Philip J. Sagan Financial Consulting, Inc. reports these compensation arrangements: hourly charges; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Philip J. Sagan Financial Consulting, Inc. located?**
Philip J. Sagan Financial Consulting, Inc.'s principal office is in Newton, MA, according to its Form ADV.

**Is Philip J. Sagan Financial Consulting, Inc. registered with the SEC or a state?**
Philip J. Sagan Financial Consulting, Inc. is a state-registered investment advisory firm, registered since 1997. Status as filed: APPROVED. CRD 130358.

**How much does Philip J. Sagan Financial Consulting, Inc. manage?**
Philip J. Sagan Financial Consulting, Inc. reports $0 in regulatory assets under management in its Form ADV filing dated March 14, 2026.

**Does Philip J. Sagan Financial Consulting, Inc. report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/130358

## From the Form ADV filing

### Compensation (Item 5.E)
- Hourly charges
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $0
- Discretionary: $0
- Non-discretionary: $0

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 1997 (29 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: MA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- psagancpacfp.com
- LinkedIn @philip-sagan

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Philip J. Sagan Financial Consulting, Inc. (CRD 130358): Form ADV filing data as of October 2026.