Pacific Sage Partners, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$946,173,807
Clients
804
Advisors
4
of 8 employees
About
Pacific Sage Partners serves individuals (including high net worth individuals), trusts, estates, charitable organizations, and businesses with discretionary investment management and broader wealth management services. The firm also provides stand‑alone financial planning and consulting and retirement plan advisory services designed to assist plan sponsors in meeting ERISA fiduciary obligations.
Pacific Sage develops customized portfolios and asset allocations based on each client’s goals, risk tolerance, and financial situation, operating under a documented fiduciary standard and ongoing personal client contact. Its investment process relies on fundamental and technical analysis with a generally long‑term orientation, while allowing for rebalancing or shorter‑term trades as needed and the use of ETFs, mutual funds, individual securities, Independent Managers, and third‑party model portfolios.
What distinguishes Pacific Sage is its scale relative to team size: the firm reports roughly 804 clients and about $986 million in assets managed by four advisors, implying more than 200 clients and over $200 million in AUM per advisor—levels that are uncommon for similar team firms. The firm’s operating model also combines delegated management (including Independent Managers and participation in the Nucleus model marketplace provided by Advyzon Investment Management LLC) with 3(21) retirement plan advisory services, reflecting a mix of platform-driven and fiduciary plan work not typical for many peers.
Client services
Expertise
Fee options
Fixed fees for financial planning services based on expected hours at hourly rates
0.50% to 1.25% annually based on factors such as scope, asset level, and relationship complexity
$100 to $500 per hour for financial planning services
Fee-only: Investment advisory fees 0.50% to 1.25% annually; Retirement plan advisory fees up to 1.00% annually; Financial planning hourly fees $100 to $500 per hour; Fixed fees based on expected hours for financial planning engagements
Main office
505 5th Avenue South, Suite 104
Edmonds WA 98020
Advisors at this office
4
Most active in
Arizona · California · Colorado · Idaho · Louisiana · Montana · New Hampshire · Oregon · Texas · Washington
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Colin G
CFP®, Series 66
Edmonds, WA
Pacific Sage Partners, LLC
Colin Gray is a CFP® and Series 66-registered financial advisor with 14 years of industry experience. He is currently with Pacific Sage Partners, LLC, where he has worked since 2022. Prior to this, he was with Tradewinds Capital Management, LLC for three years and Charles Schwab & Co., Inc. for six years. Pacific Sage Partners is an SEC-registered advisory firm serving individuals, high net worth clients, trusts, estates, charitable organizations, and businesses. The firm employs long-term, customized investment strategies using ETFs, mutual funds, individual securities, and Independent Managers, alongside fundamental and technical analysis and ongoing portfolio monitoring.
William C
Series 63, Series 66
Edmonds, WA
Pacific Sage Partners, LLC
William Cantus is a financial advisor at Pacific Sage Partners, LLC with 20 years of industry experience. He holds the Series 63 and Series 66 designations and previously worked at Johnson Sterling, Inc. for ten years and WR Cantus Group, LLC for one year before joining Pacific Sage Partners in 2022. Pacific Sage Partners serves individuals, trusts, estates, charitable organizations, and businesses, offering discretionary investment management alongside financial planning, consulting, and retirement plan advisory services. The firm develops customized portfolios using fundamental and technical analysis, combining delegated management and fiduciary plan advisory services with a client base of approximately 804 clients and nearly $1 billion in assets under management.
Mark A
Series 63, Series 66
Edmonds, WA
Pacific Sage Partners, LLC
Mark Anderson is a financial advisor at Pacific Sage Partners, LLC with 17 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at Tradewinds Capital Management, LLC for ten years. Pacific Sage Partners is an SEC-registered advisory firm serving individuals, high net worth clients, trusts, estates, charitable organizations, and businesses. The firm offers wealth management, discretionary portfolio management, financial planning, and retirement plan advisory services, using long-term, customized strategies built from ETFs, mutual funds, individual securities, and Independent Managers.
James M
Series 65
Edmonds, WA
Pacific Sage Partners, LLC
James Mcbarron is a financial advisor at Pacific Sage Partners, LLC with five years of industry experience. He holds a Series 65 designation and has previously worked at Paul R. Ried Financial Group and Milliman. Pacific Sage Partners serves individuals, trusts, estates, charitable organizations, and businesses, offering discretionary investment management and wealth management services. The firm emphasizes customized portfolios based on client goals and operates under a documented fiduciary standard, combining delegated management with retirement plan advisory services.
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