Scottsdale, AZ Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Sage Financial Advisors Inc.
Team
Firm-wide stats for Sage Financial Advisors Inc.
Clients per advisor
23 Very LowAvg AUM per client
$2,306,329 Very HighHNW client ratio
69% Very HighAbout
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.
Based on Sage Financial Advisors Inc.
Expertise
Based on Sage Financial Advisors Inc.
Location
8980 E. Raintree Drive, Suite 120
Scottsdale AZ 85260
Advisors at this office
4
Advisors at this office
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.
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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