A complete list of active advisors currently associated with SAGE 360 Advisors LLC
Warmer can help you find a great advisor at SAGE 360 Advisors LLC or one who fits your needs even better.
The firm serves individual and high-net-worth clients as well as trusts and estates, managing roughly $21 million for a small client base of about two dozen households. It offers ongoing portfolio management, one-time and hourly financial planning, and will refer clients to third‑party money managers for outsourced management when appropriate. The firm documents client objectives in individualized Investment Policy Statements and relies primarily on fundamental analysis while employing a range of strategies, including long- and short-term trading, margin, and options writing. Although client agreements may seek discretionary authority, the firm reported that virtually all assets were managed on a non‑discretionary basis as of the latest filing, an arrangement that differs from most peers. A principal of the firm also maintains an active law practice on a part‑time basis, creating an uncommon affiliation with a law firm that may affect how legal and financial matters are coordinated. The firm discloses a fee‑sharing arrangement when directing clients to third‑party managers, which is a potential conflict of interest to consider alongside its small, closely managed client roster.
To learn more about the advisors currently working at SAGE 360 Advisors LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
You can also browse SAGE 360 Advisors LLC's office locations.
Name |
Location |
Years of experience |
|---|---|---|
Sheridan, WY
| 6
| |
Stuyvesant, NY
| 30
|
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)