Sageguard Financial Group, LLC
Goodlettsville, TN·SEC-registered · CRD #160266
Sageguard Financial Group, LLC is an SEC-registered investment advisory firm in Goodlettsville, TN managing $756M across 6.4k client accounts, with 15 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$756M
Client accounts
6.4k
Advisory staff
15
Fee model
Fee-based
How Sageguard Financial Group, LLC 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 Sageguard Financial Group, LLC
How much does Sageguard Financial Group, LLC manage?
Per its most recent SEC Form ADV filing (05/04/2026), Sageguard Financial Group, LLC reports $756M in regulatory assets under management across roughly 6.4k client accounts.
How does Sageguard Financial Group, LLC charge?
Sageguard Financial Group, LLC is a fee-based firm. Its disclosed compensation arrangements are: % of assets, Hourly, Commissions. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is Sageguard Financial Group, LLC a fiduciary?
Yes. Sageguard Financial Group, LLC is registered with the U.S. Securities and Exchange Commission (CRD #160266), 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 Sageguard Financial Group, LLC 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 Sageguard Financial Group, LLC and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
Other advisory firms in Goodlettsville, TN
Profile compiled from Sageguard Financial Group, LLC's public SEC Form ADV filing (CRD #160266, filed 05/04/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Sageguard Financial Group, LLC. 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 Sageguard Financial Group, LLC? Claim this profile.