SGA Wealth Advisors LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
SGA Wealth Advisors provides advisory services to individuals and high-net-worth families, trusts and foundations, retirement plan sponsors, and closely held businesses. Its offerings include multiple tiered wealth management programs, standalone financial planning, trust wealth management, retirement plan consulting, and asset-tracking/performance reporting, with access to independent managers through its co-advisory relationship.
The firm operates as a co-advisor alongside Pinnacle Advisors, requiring financial planning as part of its wealth management engagement and relying on Pinnacle for active portfolio implementation and model-based account management. SGA gathers client information through in-depth interviews, produces written financial plans, and may recommend or monitor independent managers while providing both non‑discretionary fiduciary retirement-plan consulting and the option to provide ERISA 3(38)-style manager services when contracted.
SGA is affiliated with an accounting practice: the firm’s owners are also owners and employees of Sink Gordon Accountants & Advisors, and the brochure discloses referrals to other professionals, including affiliated entities, for implementation of non-investment advice. The firm also provides a range of trust and family-office services and offers trustee support via a private‑label relationship with a federally chartered trust company, and it does not act as a private fund adviser.
Client services
Expertise
Occupation focus
Demographic focus
Fee options
$250,000 - $1,000,000: over $1,000,000 - $1,800,000:
Account minimum: $250,000
Main office
1960 Kimball Avenue, Suite 400
Manhattan KS 66502
Advisors at this office
1
Most active in
Kansas
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:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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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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
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