Sage Financial Group INC.
West Conshohocken, PA·SEC-registered · CRD #116574
Sage Financial Group INC. is an SEC-registered investment advisory firm in West Conshohocken, PA managing $4.3B across 4.6k client accounts, with 21 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$4.3B
Client accounts
4.6k
Advisory staff
21
Fee model
Fee-based
How Sage Financial Group INC. is paid
Compensation arrangements disclosed on Form ADV. A fee-based firm may earn both client fees and product commissions; ask which applies to you.
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Common questions about Sage Financial Group INC.
How much does Sage Financial Group INC. manage?
Per its most recent SEC Form ADV filing (06/30/2026), Sage Financial Group INC. reports $4.3B in regulatory assets under management across roughly 4.6k client accounts.
How does Sage Financial Group INC. charge?
Sage Financial Group INC. is a fee-based firm. Its disclosed compensation arrangements are: % of assets, Commissions. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is Sage Financial Group INC. a fiduciary?
Yes. Sage Financial Group INC. is registered with the U.S. Securities and Exchange Commission (CRD #116574), and SEC-registered investment advisers owe a fiduciary duty to act in their clients' best interest. You can verify its registration and any disclosures on the SEC's public record.
Is Sage Financial Group INC. taking new clients like me?
Availability and account minimums vary and aren't in the public filing. The fastest way to find out is the free 2-minute match — it checks Sage Financial Group INC. and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
Other advisory firms in West Conshohocken, PA
Profile compiled from Sage Financial Group INC.'s public SEC Form ADV filing (CRD #116574, filed 06/30/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Sage Financial Group INC.. Listing does not imply any relationship. Figures are as reported to the SEC and may have changed; verify current details at adviserinfo.sec.gov. Are you with Sage Financial Group INC.? Claim this profile.