Sage Wealth Planning

Fee Calculator

What does great advice cost?

Sage is a fee-only, fiduciary firm with a transparent tiered fee schedule. Move the slider to estimate your annual fee — and see how much you could save compared to a typical 1% advisor.

$1,000,000
$100k$10M
Estimated annual fee$9,000
Effective rate0.90%
A typical 1% advisor would charge$10,000
Your estimated annual savings$1,000

Estimates only, based on Sage's published tiered fee schedule. Your actual fee depends on the complexity of your situation. This is not an offer or a guarantee of services.

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