Fee-only adviser · West Conshohocken, PA
Sage Financial Group Inc.
Sage Financial Group Inc. is a fee-only investment adviser registered with the U.S. Securities and Exchange Commission, with its main office in West Conshohocken, Pennsylvania. On its latest Form ADV, filed June 30, 2026, it reports $4.3B in regulatory assets under management, 1,101 individual clients and 21 employees who give investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.
Key facts from Form ADV
| Registration | SEC-registered |
|---|---|
| Firm CRD number | 116574 · SEC file 801-61553 |
| Office | Five Tower Bridge 300 Barr Harbor Drive, Suite 200 West Conshohocken, PA 19428 |
| Phone | (484) 342-4400 |
| Website | www.sagefinancial.com |
| Regulatory assets under management | $4.3B ($3.9B discretionary) |
| Individual clients | 386 non-high-net-worth, 715 high-net-worth |
| Financial planning clients | 251-500 |
| How it charges | Percentage of assets, Fixed fee |
| Services | Financial planning, Portfolio management, Selection of other advisers |
| Employees | 28 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | June 30, 2026 |
Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.
What this means for you
- It offers hourly or fixed-fee arrangements, so you may be able to pay for a plan without handing over your investments.
- It also charges a percentage of assets managed for ongoing investment management.
- Most of its individual clients are high-net-worth, which on Form ADV means they meet the SEC’s qualified-client or qualified-purchaser test: broadly, more than $1 million managed by the adviser or a net worth above $2 million, with the thresholds indexed for inflation.
- It provides financial planning services, not only portfolio management.
- It reports no disciplinary history on Form ADV.
Before you hire any adviser
Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.
Other fee-only advisers in West Conshohocken
- Tower Bridge Advisors $1.5B
- Baldwin Investment Management, LLC $1.3B
- Miller Investment Management, LP $7.1B
- Verdis Investment Management, LLC $497M
- Hirtle & Co., LLC $25.4B
See all 6 fee-only advisers in West Conshohocken →
Nearby
- Conshohocken 12 firms
- Plymouth Meeting 2 firms
- East Norriton 2 firms
- Norristown 2 firms
- Villanova 1 firm
- Bryn Mawr 5 firms
- King of Prussia 3 firms
- Narberth 2 firms
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