# Sage Financial Advisors Inc.

> Sage Financial Advisors Inc. is an SEC-registered investment advisory firm in Scottsdale, AZ, registered since 2001, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 24, 2026.

- CRD: 116933
- Filed as: SAGE FINANCIAL ADVISORS INC.
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Scottsdale, AZ
- Filing period: October 2026
- Form ADV filing dated: March 24, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/116933
- AdvisorCensus page: https://advisorcensus.com/firm/sage-financial-advisors-inc-scottsdale-az-116933

## Quick answers

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

**How much does Sage Financial Advisors Inc. charge?**
Its Form ADV Part 2A brochure dated March 23, 2026 states: Flat fee: $1,000 to $20,000 (financial planning and/or consulting services); Hourly rate: $220 to $375 an hour (financial planning and/or consulting services); Hourly rate: $110 to $375 an hour (tax return preparation and tax planning services). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Sage Financial Advisors Inc. located?**
Sage Financial Advisors Inc.'s principal office is in Scottsdale, AZ, according to its Form ADV.

**Is Sage Financial Advisors Inc. registered with the SEC or a state?**
Sage Financial Advisors Inc. is an SEC-registered investment advisory firm, registered since 2001. Status as filed: Approved. CRD 116933.

**How much does Sage Financial Advisors Inc. manage?**
Sage Financial Advisors Inc. reports $270,296,873 in regulatory assets under management in its Form ADV filing dated March 24, 2026 (100% discretionary).

**How have Sage Financial Advisors Inc.'s assets and staff changed since 2021?**
In the Form ADV data for Sage Financial Advisors Inc.: Regulatory assets under management: $201,091,623 in the October 2021 data and $270,296,873 in the October 2026 data, up 34%. Total employees: 5 in October 2021 and 7 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Sage Financial Advisors Inc. serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (79); individuals (other than high net worth individuals) (36).

**Which custodians does Sage Financial Advisors Inc. use?**
Sage Financial Advisors Inc.'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 Sage Financial Advisors Inc. 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/116933

**What changed in Sage Financial Advisors Inc.'s recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $219,383,159 to $270,296,873 (+23%).

## From the Form ADV filing

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

### Fees and minimums (Form ADV Part 2A brochure dated March 23, 2026)

- Flat fee: $1,000 to $20,000 (financial planning and/or consulting services)

> Registrant’s planning and consulting fees are negotiable, but generally range from $1,000 to $20,000 on a fixed fee basis, and from $220 to $375 on an hourly rate basis

- Hourly rate: $220 to $375 an hour (financial planning and/or consulting services)

> Registrant’s planning and consulting fees are negotiable, but generally range from $1,000 to $20,000 on a fixed fee basis, and from $220 to $375 on an hourly rate basis

- Hourly rate: $110 to $375 an hour (tax return preparation and tax planning services)

> Registrant may determine to provide tax return preparation and tax planning services on a stand-alone separate hourly fee basis ranging between $110 and $375

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: $270,296,873
- Discretionary: $270,296,873
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 36 | $16,625,310 |
| High net worth individuals | 79 | $248,602,470 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | Fewer than 5 | $3,826,236 |
| Charitable organizations | Fewer than 5 | $1,242,857 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Educational seminars/workshops
- Other

### Firm details
- Registered since: 2001 (24 years)
- Employees: 7 total, 5 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AZ, CA, OR, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $201,091,623 | 5 | March 26, 2021 |
| October 2022 | $193,813,969 | 7 | April 1, 2022 |
| October 2023 | $161,592,731 | 7 | March 22, 2023 |
| October 2024 | $190,169,664 | 7 | March 21, 2024 |
| October 2025 | $219,383,159 | 7 | March 20, 2025 |
| October 2026 | $270,296,873 | 7 | March 24, 2026 |

Regulatory assets under management: $201,091,623 in the October 2021 data and $270,296,873 in the October 2026 data, up 34%.
Total employees: 5 in October 2021 and 7 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $219,383,159 to $270,296,873 (+23%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Sage Financial Advisors Inc. (CRD 116933): Form ADV filing data as of October 2026.