Sage Advisors, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$518,163,529
Clients
675
Advisors
4
across 3 offices
About
Sage Advisors serves individuals and high‑net‑worth clients and also accepts pension and profit‑sharing plans, trusts, charitable organizations, and other business entities. The firm provides discretionary portfolio management, stand‑alone financial planning, and pension consulting for employee benefit plans, delivering written plans and implementation options as agreed.
Sage builds customized portfolios through diversified allocations of mutual funds, ETFs, individual bonds and equities, implementing proprietary Model Portfolios that can incorporate third‑party sub‑advisors and separately managed accounts. The firm conducts ongoing monitoring and rebalancing, uses fundamental, technical, and asset‑allocation analysis, and generally operates under discretionary authority with custodial arrangements handled through a designated custodian.
Noteworthy aspects of Sage’s brochure include a formal pension consulting practice in which the firm acts as an ERISA fiduciary for plans, provides participant education and seminars, and issues specific rollover disclosures when recommending IRA rollovers. The firm also discloses that certain personnel are individually licensed to sell insurance (and may earn commissions) and describes the use of sub‑advisors and a Code of Ethics to address related conflicts of interest.
Client services
Expertise
Fee options
Flat fees typically range between $0 - $5,000 for stand-alone financial planning services
$0 - $250,000: 1.25% $250,001 - $1,000,000: 0.75% $1,000,001 - $2,000,000: 0.50% $2,000,001 - $3,000,000: 0.30% $3,000,001 - $5,000,000: 0.20% $5,000,001+: Custom
Certain personnel licensed to sell insurance products may receive commissions separate from advisory fees
Fee-only: Flat fees typically range between $0 - $5,000 for stand-alone financial planning services
Main office
See office115 2nd Avenue North, Suite 200
Edmonds WA 98020
Advisors at this office
2
Offices (3)
Most active in
Arizona · California · Colorado · Florida · Idaho · New York · North Carolina · 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.
Advisors at this firm
Jordan C
CFP®, CFA®, Series 66
Edmonds, WA
Sage Advisors, LLC
Jordan Cole is a financial advisor at Sage Advisors, LLC in Edmonds, WA, holding the CFP®, CFA®, and Series 66 designations with 15 years of industry experience. He has worked at Sage Advisors since 2004, including a period before its current formation, and previously spent eight years at Kms Financial Services, Inc. Sage Advisors serves individuals, high-net-worth clients, pension and profit-sharing plans, trusts, charitable organizations, and other business entities. The firm offers discretionary portfolio management, financial planning, and pension consulting, using customized portfolios with diversified allocations and proprietary Model Portfolios under discretionary authority.
Michael B
Series 63, Series 65
San Tan Valley, AZ
Sage Advisors, LLC
Michael Bell is a financial advisor at Sage Advisors, LLC with nine years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Sage Advisors since 2020, following prior roles at KMS Financial Services and Mass Mutual Investors Services. In addition to his advisory work, he operates as an independent insurance agent, focusing on sales and service of fixed insurance products. Sage Advisors serves individuals and high-net-worth clients as well as pension and profit-sharing plans, trusts, charitable organizations, and other business entities. The firm provides discretionary portfolio management, financial planning, and pension consulting, using diversified allocations and proprietary model portfolios with ongoing monitoring and rebalancing.
Michaela G
CFP®, Series 66
Woodland, CA
Sage Advisors, LLC
Michaela Griggs is a CFP® and holds a Series 66 license with 10 years of industry experience. She has worked at Sage Advisors, LLC since 2014 in various capacities and previously was with Kms Financial Services, Inc. from 2015 to 2020. Michaela is part of a four-advisor team based in Woodland, CA. Sage Advisors serves individual, high-net-worth, institutional, and business clients, offering discretionary portfolio management, financial planning, and pension consulting. The firm uses customized portfolios with a range of investment vehicles and is noted for its pension consulting services and client education initiatives.
Russell C
ChFC®, Series 63, Series 65
Edmonds, WA
Sage Advisors, LLC
Russell Cole is a financial advisor at Sage Advisors, LLC with 39 years of industry experience. He holds the ChFC® designation as well as Series 63 and Series 65 licenses. Prior to joining Sage Advisors in 2019, he worked for Kms Financial Services, Inc. from 2007 to 2019. Outside of his advisory role, he is also licensed to sell long-term care, disability, health, and term insurance products. Sage Advisors serves individual, high-net-worth, institutional, and business clients, providing discretionary portfolio management, financial planning, and pension consulting services. The firm employs customized investment strategies using mutual funds, ETFs, individual securities, and proprietary models, and is notable for its pension consulting and participant education offerings.
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