Fee Calculator

At Sage Wealth Planning, we believe planning should be tailored. We are a fee-only, and now “flat-fee” planning firm. We believe transparency and trust are the most important aspects of our relationships with clients and this model reflects that. Our fee starts at $2,400 for an advice-only relationship and increases with complexity.

The fee calculator below will help estimate fees. After a complimentary introductory call with one of our planners, we’ll be able to provide you with a price that is tailored to your specific needs.

Family Structure


Equity Compensation

Net Worth

Real Estate

Financial Lifestage

Investment Management