Sagefolio Advisors
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
SageFolio Advisors provides investment advisory and financial-planning services to individuals, high-net-worth individuals, and business owners, including ongoing portfolio management, cash-flow and budgeting advice, and one-time or ongoing financial plans. The firm also offers general educational seminars and workshops on financial topics that are provided without charge.
The firm’s approach is individualized and long-term, using cash-flow analysis, net-worth evaluation, risk-management coordination, and asset-allocation considerations to align recommendations with each client’s objectives, time horizon, and risk tolerance. Engagements can be structured as one-time projects or ongoing relationships, and the firm uses a mix of engagement arrangements—including fixed, hourly, and asset-based billing—and may accept limited discretionary authority with client authorization.
Noteworthy aspects include that the firm has not previously operated as a registered adviser, reports no regulatory assets under management, and has not received advisory fees to date. The firm’s principal maintains separate insurance-licensing and other outside business activities (small-business education/retail and bakery support), disclosures the firm says create potential conflicts that it will manage by documenting recommendations, disclosing insurance compensation, and allowing clients to choose providers.
Client services
Expertise
Occupation focus
Fee options
Flat fee financial planning ranges from $500 to $1,250 per engagement; $250 engagement fee due upon execution applied toward total fee; ongoing financial-planning and cash-flow advisory services annual fee ranges from $500 to $1,250 billed monthly in arrears; one-time $100 onboarding fee may be charged
Up to $125 per hour
Main office
Lubbock TX
Advisors at this office
1
Most active in
Texas
Also doing business as
Sagefolio Advisors · Sagefolio 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 active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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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.
Forms ADV
Quick links
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