Sage Wealth Advisors LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Sage Wealth Advisors is a fee-only registered investment adviser that works with individuals, families, trusts, estates and small businesses to provide comprehensive wealth management, investment management, and standalone financial planning. The firm offers tailored engagements that may include implementation, ongoing monitoring, special projects, and coordination with clients’ other professionals.
The firm begins relationships by assessing a client’s situation and documenting objectives in a written Investment Policy Statement, then uses a multi-model allocation process that can combine passive ETFs, actively managed funds, dividend-paying stocks, and individual municipal bonds with periodic rebalancing and negotiated review schedules. Discretionary management is provided under written agreements, and the firm emphasizes ongoing communication while prohibiting access to clients’ online investment accounts (clients are asked not to share passwords or user IDs).
Compared with many peers, the firm highlights a few operational and policy distinctions: it operates on a strictly fee-only basis (no commissions or performance-based fees), may recommend third‑party managers without receiving compensation, and requires professional credentials and experience standards for investment personnel. The brochure also notes formal business continuity and information security programs and an explicit policy not to accept proxy‑voting authority — policies that may be less common among similarly sized advisory firms.
Client services
Fee options
$0 - $250,000: Not explicitly stated, but implied no management fee as minimum is $500,000 $250,000 - $500,000: 1.25% annual fee $500,000 - $1,500,000: 1.00% annual fee $1,500,000 - $2,000,000: 0.85% annual fee $2,000,000 - $5,000,000: 0.75% annual fee $5,000,000 - $10,000,000: 0.60% annual fee $10,000,000+: 0.50% annual fee
$200.00 per hour for financial planning and consulting services.
Account minimum: $500,000 Fee-only: Fee-only compensation; no commissions or performance-based fees accepted.
Main office
26 Zora Rd
Marion MA 02738
Advisors at this office
1
Most active in
Massachusetts
Also doing business as
Anderson, Kathleen A · Kathleen Anderson Certified Financial Planner · Sage Wealth Advisors LLC
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:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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 referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")