linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Sage Financial Advisors Inc.

Headquartered in SCOTTSDALE, AZ

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information.

Firm Information

Sage Financial Advisors Inc. is a Scottsdale, AZ-based firm with 5 investment adviser representatives. The firm advises on 317 accounts with a total of $190,169,664 in regulatory assets under management. Sage Financial Advisors Inc. provides financial planning, pension consulting, and educational seminars. The firm also offers tax preparation, planning, and compliance services. They work with high-net-worth individuals, individuals other than high-net-worth, charitable organizations, and pension and profit sharing plans.

Sage Financial Advisors Inc.

8980 E. RAINTREE DRIVE

SCOTTSDALE, AZ 85260

$190.17M

Assets Under Management

202

Total Clients

4

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

check

tax preparation, planning, and compliance

Tax preparation, planning, and compliance

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

A percentage of the total value of assets under management is charged.

check

other

Seminar fees

Branch Locations (2)

SAGE FINANCIAL ADVISORS INC. has a total of 2 branch locations across the country.
location

SCOTTSDALE, AZ

location

SCOTTS VALLEY, CA

Advisors at Sage Financial Advisors Inc.

View All 4 Advisors
Unclaimed
Michael P. Christensen

RA

SCOTTSDALE, AZ

View Profile
Unclaimed
William Henry Christensen

RA

SCOTTSDALE, AZ

View Profile
Unclaimed
Sharon Mainini Bargetto

CFP®, RA

SCOTTS VALLEY, CA

View Profile
Unclaimed
Kelly Alan Christensen

CFP®, RA

SCOTTSDALE, AZ

View Profile
Unclaimed
Andrew Wellington Holemon

CFP®, PFS®, RA

SCOTTSDALE, AZ

View Profile

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.
Not sure if Sage Financial Advisors Inc. is right for you?

Disclosures

There are no public disclosures for Sage Financial Advisors Inc..

Frequently Asked Questions (7)

Not sure if Sage Financial Advisors Inc. is right for you?