Sage Financial Advisors Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Sage Financial Advisors works with individuals, business entities, trusts, charitable organizations and retirement plans, offering discretionary investment management alongside financial planning, tax return preparation, tax planning, and related consulting. The firm also provides standalone consulting and manages assets held in variable annuity subaccounts when requested.
Portfolios are managed on a fee-only, discretionary basis with allocations primarily to mutual funds and, to a lesser extent, fixed income, individual equities and ETFs; the firm treats cash as an asset class and conducts ongoing monitoring against each client’s stated objectives. Investment decisions are grounded in fundamental analysis with both long- and short-term purchase strategies, and the firm discloses limited use of AI tools under a formal AI policy where outputs are reviewed by staff before reliance.
Several operational features distinguish Sage from many peers: it conducts educational seminars and workshops for employer groups, maintains affiliated CPAs who may provide tax preparation and planning in their separate capacities, and documents procedural practices such as pre-authorized asset transfer arrangements with custodians and specific cash-sweep and cybersecurity controls. These service and governance elements appear alongside customary team-firm practices like percentage-of-AUM billing and individualized financial planning.
Client services
Expertise
Fee options
Financial planning and consulting fees generally range from $1,000 to $20,000 on a fixed fee basis
$0 - $2,000,000: 0.75% $2,000,001 - $5,000,000: 0.50% $5,000,001+: 0.35%
Financial planning and consulting fees range from $220 to $375 per hour; tax preparation and tax planning fees range from $110 to $375 per hour
Account minimum: $250,000 Minimum fee: $1,875.00 annually minimum ($468.75 quarterly) Fee-only: Fee-only basis for discretionary investment advisory services; no compensation from sale of securities or investment products
Main office
See office8980 E. Raintree Drive, Suite 120
Scottsdale AZ 85260
Advisors at this office
4
Offices (2)
Most active in
Arizona · California · Oregon · Texas
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
Michael C
Series 65
Scottsdale, AZ
Sage Financial Advisors Inc.
Michael Christensen is a financial advisor at Sage Financial Advisors Inc. in Scottsdale, AZ, holding a Series 65 designation with two years of industry experience. His prior work history includes roles in accounting and corporate services. Sage Financial Advisors serves individuals, businesses, trusts, charitable organizations, and retirement plans by providing discretionary investment management, financial planning, tax preparation, and related consulting. The firm employs a fundamental analysis approach with diversified portfolios and offers educational seminars, tax services through affiliated CPAs, and documented operational controls.
William C
Series 65
Scottsdale, AZ
Sage Financial Advisors Inc.
William Christensen is a Series 65-licensed advisor at Sage Financial Advisors Inc. in Scottsdale, AZ, with two years of industry experience. Prior to joining Sage in 2022, he held roles at Arizona Christian University, Target Corporation, and a Chick-Fil-A franchise. Sage Financial Advisors serves individuals, business entities, trusts, charitable organizations, and retirement plans by offering discretionary investment management, financial planning, tax preparation, and related consulting. The firm manages fee-only portfolios primarily invested in mutual funds, fixed income, individual equities, and ETFs, employing fundamental analysis and maintaining formal governance and operational controls.
Sharon B
CFP®, Series 65
Scotts Valley, CA
Sage Financial Advisors Inc.
Sharon Bargetto is a CFP® professional with 23 years of industry experience, currently serving at Sage Financial Advisors Inc. since 2006. She also maintains a tax preparation and planning business under her CPA credentials, a role she has held since 1992. Sage Financial Advisors serves individuals, business entities, trusts, charitable organizations, and retirement plans by providing discretionary investment management and comprehensive financial and tax planning services. The firm employs a fee-only, fundamental analysis-based investment approach with ongoing portfolio monitoring and offers educational workshops and consulting alongside asset management.
Andrew H
CFP®, PFS™, Series 65
Scottsdale, AZ
Sage Financial Advisors Inc.
Andrew Holemon is a CFP® and PFS™ credentialed advisor with over 11 years of experience. He has been with Sage Financial Advisors Inc. for 12 years and holds a Series 65 license. Outside of his advisory role, he operates a tax preparation and planning business as a CPA. Sage Financial Advisors serves individuals, business entities, trusts, charitable organizations, and retirement plans by providing discretionary investment management and comprehensive financial planning, including tax services and consulting. The firm manages portfolios primarily through mutual funds with an emphasis on fundamental analysis and also offers educational seminars and workshops.
Kelly C
CFP®, Series 65
Scottsdale, AZ
Sage Financial Advisors Inc.
Kelly Christensen is a CFP® with 27 years of experience in financial advising. She has been with Sage Financial Advisors Inc. since 1999. Sage Financial Advisors serves individuals, business entities, trusts, charitable organizations, and retirement plans by offering discretionary investment management and comprehensive financial planning, tax preparation, and consulting services. The firm employs a fee-only, discretionary approach with portfolios primarily invested in mutual funds, fixed income, individual equities, and ETFs, and incorporates fundamental analysis alongside monitored use of AI tools.
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