Sage Wealth Planning
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Sage Wealth Planning provides discretionary and non‑discretionary investment management, financial planning, and pension consulting to individuals, high‑net‑worth clients, and retirement plans. The firm’s brochure notes it serves both individual and HNW clients and does not require a minimum account size to open or maintain an advisory relationship.
The firm typically implements risk‑based, diversified portfolios that combine no‑load mutual funds and ETFs with stocks, fixed income, municipal securities, REITs, and private placements, favoring a primarily passive approach with occasional active management. Sage Wealth Planning monitors accounts on an ongoing basis (typically reviewed quarterly), accepts discretionary authority when agreed, and recommends custodians such as Charles Schwab and Capital Client Group for direct investments into American Funds.
Notably, the brochure discloses the firm may utilize borrowing or margin in managed accounts, which can expose clients to margin interest and related charges. The firm also provides pension consulting under ERISA fiduciary standards and offers standalone financial planning engagements, reflecting a mix of services and fee arrangements that differentiates it from many peers.
Client services
Expertise
Fee options
Flat quarterly fee for standalone financial planning services, ranging $5,000 to $40,000 per year
$0 - $1,000,000: 0.90% $1,000,001 - $2,000,000: 0.75% $2,000,001 - $5,000,000: 0.50% $5,000,001+: 0.10%
Minimum fee: $3,000 for accumulators and $5,000 for retirees and business owners (subject to discretion) Fee-only: Financial planning fees typically range from $5,000 to $40,000 per year (flat quarterly fee)
Main office
See office116 W 8th Street, Unit 207
Georgetown TX 78626
Advisors at this office
1
Offices (3)
Most active in
Michigan · Missouri · New Hampshire · Texas
Also doing business as
Sage Wealth Planning · Sage Wealth Planning, 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:
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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.
Quick links
Advisors at this firm
Paige M
CFP®, Series 65
Canton, MI
Sage Wealth Planning
Paige Millikin is a CFP® and holds a Series 65 license with three years of industry experience. She currently works at Sage Wealth Planning, where she has been employed since 2022. Her prior experience includes roles at Advanced Wealth Strategies and Custom Accounting, as well as multiple positions at Central Michigan University. Sage Wealth Planning provides discretionary and non-discretionary investment management, financial planning, and pension consulting to individuals, high-net-worth clients, and retirement plans. The firm employs a primarily passive investment approach with diversified portfolios and offers services under ERISA fiduciary standards.
Ethan K
CFP®, Series 65
Georgetown, TX
Sage Wealth Planning
Ethan Kok is a CFP® and Series 65-licensed advisor with five years of industry experience, currently practicing at Sage Wealth Planning. Prior to joining Sage Wealth Planning in 2021, he spent five years at Dow Chemical Company. Outside of his advisory role, he invests personal capital in small multi-unit real estate buildings and assists in property management. Sage Wealth Planning provides discretionary and non-discretionary investment management, financial planning, and pension consulting services to individuals, high-net-worth clients, and retirement plans. The firm employs primarily passive, risk-based, diversified portfolios with occasional active management and serves clients without a minimum account size requirement.
Zackary S
CFP®, Series 65
Addison, TX
Sage Wealth Planning
Zackary Smutzer is a CFP® and holds a Series 65 license with one year of industry experience. He joined Sage Wealth Planning in 2025 after working at Carter Advisory Services for one year and spent four years at Texas A&M University prior to entering the financial advisory field. Sage Wealth Planning offers discretionary and non-discretionary investment management, financial planning, and pension consulting to individuals, high-net-worth clients, and retirement plans. The firm employs a primarily passive, risk-based investment approach using diversified portfolios that include mutual funds, ETFs, stocks, fixed income, and other securities.
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