Sage Wealth Consulting, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Sage Wealth Consulting advises individual and high‑net‑worth clients, offering discretionary portfolio management alongside both comprehensive and project‑based financial planning. Its planning services cover retirement, estate, tax and business succession planning and include specialized transition and surviving‑spouse support as standalone offerings.
The firm constructs client‑specific investment policy statements and applies Modern Portfolio Theory to set asset‑allocation targets, implementing primarily passive portfolios composed of index mutual funds and ETFs on a discretionary basis. It provides ongoing monitoring and periodic reviews and generally recommends custody through an institutional brokerage platform to execute trades and hold client assets.
Distinctive features for a single‑advisor practice include a subscription‑style comprehensive planning model with continuing oversight plus fixed‑fee or hourly project engagements for complex matters, including dedicated surviving‑spouse coordination and transition services. The firm’s principal is a CFP® professional who also maintains a limited real‑estate practice, and the firm operates from two offices despite having a single advisor and no additional staff.
Client services
Expertise
Fee options
Project Based Financial Planning fixed fees ranging from $3,000 to $40,000 based on complexity and scope.
$0 - $1,000,000: 1.00% $1,000,001 - $5,000,000: 0.80% $5,000,001 - $15,000,000: 0.60% $15,000,001+: 0.40%
Project Based Financial Planning hourly rate of $400/hour.
Fee-only: Comprehensive Financial Planning fees: Upfront Planning Fee ($5,000 to $18,000) plus Quarterly Fee ($1,250 to $4,500); Project Based Financial Planning fixed fees range from $3,000 to $40,000 or hourly rate of $400/hour.
Main office
6151 Lake Osprey Drive, Suite 300
Sarasota FL 34240
Advisors at this office
1
Most active in
Florida · 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:
-
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
Quick links
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")