Sage Wealth Planning

Sage Wealth Planning is a fee-only investment adviser registered with the U.S. Securities and Exchange Commission, with its main office in Georgetown, Texas. On its latest Form ADV, filed June 22, 2026, it reports $127M in regulatory assets under management, 119 individual clients and 3 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	300747 · SEC file 801-133767
Office	116 W 8th Street Unit 207 Georgetown, TX 78626
Phone	(231) 221-2448
Website	www.sagewealthplans.com
Regulatory assets under management	$127M ($123M discretionary)
Individual clients	22 non-high-net-worth, 97 high-net-worth
Financial planning clients	101-250
How it charges	Percentage of assets, Fixed fee
Services	Financial planning, Portfolio management, Pension consulting
Employees	3
Disciplinary disclosures	None reported
Latest Form ADV filing	June 22, 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 Georgetown

• Growth Horizons Wealth Management LLC $58M
• Modern Financial Planning $116M
• Dversify Advisors LLC Not reported

See all 4 fee-only advisers in Georgetown →

Nearby

• Round Rock 8 firms
• Bartlett 1 firm
• Cedar Park 7 firms
• Leander 3 firms
• Salado 1 firm
• Austin 125 firms
• West Lake Hills 1 firm
• Lakeway 6 firms