A complete list of active advisors currently associated with Sagefolio Advisors

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

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.

To learn more about the advisors currently working at Sagefolio Advisors, 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
Colton Davis	Lubbock, TX	4

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