F.A.Q.

Do you only manage investments?
Investment management is just one of our eight focus areas that is part of building your financial plan. Our focus is on helping you create the life you want to live, and investments are just fuel for the journey.
What is your minimum fee?

Our minimum fee is $5,000, but can be adjusted if complexity and certain services are not needed.

How do you charge for your services?

We offer flat-fee models that blend financial planning, ongoing implementation of recommendations and investment advisory services for one, transparent fee.

Further information regarding our services and fees can be found in our Form ADV.
How do I know I’ll be getting the impartial advice?

As fiduciaries, we have a duty of loyalty and duty of care which means we are legally bound to put the interests of our clients first and to provide sound and prudent advice to our clients. As we are fee-only so we are not incentivized by product sales and only receive payment from our clients.

Can you help me with my 401K, stock options, and employee benefits?

Yes, for many of our clients, these can be their largest assets. We look at your entire financial picture to give you the best advice.

What is a fiduciary?

A fiduciary is a person who holds a legal or ethical relationship of trust with another. A fiduciary is legally bound to act in the best interest of their client. At Sage Wealth Planning, we embrace the fiduciary standard.

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