SAGE FINANCIAL ADVISORS INC.

8980 E. Raintree Drive
Suite 120
Scottsdale, Arizona 85260
Tel: 480-305-8060

About SAGE FINANCIAL ADVISORS INC.

SAGE FINANCIAL ADVISORS INC, formally registered with the SEC as SAGE FINANCIAL ADVISORS INC. The firm was established in 11/16/2001. They have over 2 offices throughout the country.

SAGE FINANCIAL ADVISORS INC. is a Scottsdale, Arizona based Financial Planning firm with nearly $190,169,664 assets under management, offering retirement planning & investment advisory services to 317 clients. The firm is staffed with 7 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	116933
SEC#	801-60717
Assets Managed by Firm	$190,169,664
No. of Clients	317
No. of Advisors	7

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees
Other (SEMINAR FEES)

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Pesnsion consulting services
Education seminars/workshops
Other (TAX PREPARATION, PLANNING, AND COMPLIANCE)

Firm Client Information

	No. of Clients	AUM
Firm Total	317	$190,169,664
Individuals (other than high net worth individuals)	26	$8,312,056
High net worth individuals	74	$177,910,405
Pension and profit sharing plans	Fewer than 5 clients	$2,865,792
Charitable organizations	Fewer than 5 clients	$1,081,411

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