A complete list of active advisors currently associated with Sage Financial

Warmer can help you find a great advisor at Sage Financial or one who fits your needs even better.

Sage Financial Planning is a fee-only registered investment adviser that provides comprehensive financial planning and investment advice to individuals (including high-net-worth clients), corporations and other businesses, charitable organizations, trusts and estates. Services cover a broad planning scope—cash flow, debt management, tax and retirement planning, employee benefits and guidance on employer-sponsored accounts and equity compensation—while the firm does not manage or custody client assets. The firm’s investment approach emphasizes passive, low‑cost investing, appropriate asset allocation and tax- and fee-efficiency, with recommendations focused on portfolio construction rather than active security selection. Planning and advice incorporate client goals, time horizons, risk tolerance, liquidity needs and behavioral traits; specific security analysis is generally provided only on request or when addressing employer equity awards. Sage distributes educational content through its website, blog, digital newsletters and periodic seminars or workshops, and offers both one‑time planning engagements and ongoing subscription services. The firm currently holds no assets under management and does not charge percentage‑of‑AUM or performance‑based fees, and it explicitly works with corporate clients, charitable organizations and pension/profit‑sharing plan arrangements in addition to individual clients.

To learn more about the advisors currently working at Sage Financial, 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.

Name	Location	Years of experience
Shannon Fleener	San Diego, CA	4

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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.

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