Craft & Sage Wealth provides financial planning, portfolio management for individuals and small businesses, and selecting other managers. Financial planning was provided to 1–10 clients last fiscal year.
Craft & Sage Wealth reports 531 clients. They include 380 individual clients, 144 high-net-worth individuals, and 7 pension and profit-sharing plans. Of its assets, 100.0% ($307M across 1,408 accounts) are managed with discretion.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 72% | 28% |
| High-net-worth individuals | 27% | 66% |
| Pension and profit-sharing plans | 1% | 5% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 380 | $87.2M | 28.4% | $229K |
| High-net-worth individuals | 144 | $203M | 66.3% | $1.41M |
| Pension and profit-sharing plans | 7 | $16.1M | 5.3% | $2.31M |
| Total | 531 | $307M | 100% | $578K |
- Clients
- 380
- Regulatory AUM
- $87.2M
- AUM share
- 28.4%
- Avg. per client
- $229K
- Clients
- 144
- Regulatory AUM
- $203M
- AUM share
- 66.3%
- Avg. per client
- $1.41M
- Clients
- 7
- Regulatory AUM
- $16.1M
- AUM share
- 5.3%
- Avg. per client
- $2.31M
Total
- Clients
- 531
- Regulatory AUM
- $307M
- AUM share
- 100%
- Avg. per client
- $578K
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 1–10
Craft & Sage Wealth charges 0.85%–1.25% a year for its Individually Managed Accounts. Each asset band is charged at its own rate. The fee is billed in advance and is negotiable. The brochure also prices one other service, listed under fee details.
| Asset band | Annual rate |
|---|---|
| $0–$500K | 1.25% |
| $500K–$1M | 1.10% |
| $1M–$2M | 1.00% |
| $2M–$3M | 0.90% |
| $3M and above | 0.85% |
Fee details and sources
Other fees
- Financial Planning Fees
- Financial planning is hourly or project-based and negotiable, not to exceed $500 per hour or $5,000 per plan.
John Christy owns 75% or more of Craft & Sage Wealth. The leadership team of Craft & Sage Wealth includes Chief Compliance Officer John Christy. It has 11 employees, 7 of them in advisory roles.
Leadership
- John ChristyPrincipal, Chief Compliance Officer
- Megan JewettMinority Owner, Adviser
Investment adviser representatives
8 representatives listed in the SEC register as of 9 October 2026.
- Nicholas Randall Allen
- John Tarkington Christy
- Ernest Fred Collyer
- Brian Olaf Gloe
- Megan Marie Jewett
- Dustin Lynn Palmer
- Frederick Arthur Tromans
- Andrea Jean Wilt
Staff
- 11 employees
- 7 in advisory functions
- 7 state-registered reps
- 7 insurance agents
- 1 soliciting firm
- Owns 75% or more of Craft & Sage Wealth, LLC
John Christy
Control person · since June 2012
Craft & Sage Wealth’s regulatory assets grew Infinity× from $0 (June 2023) to $307M (August 2026); employees were 11 in both filings.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| August 2026 | $307M | 531 | 11 | 4 |
| July 2025 | $290M | 513 | 11 | 4 |
| June 2024 | $251M | 426 | 11 | 3 |
| June 2023 | $0 | 0 | 11 | 3 |
Besides its headquarters, Craft & Sage Wealth has 3 offices (1 private residence, listed without an address), with 3 listed addresses in Kansas and Missouri.
Missouri · 2 listed addresses
- 2500 Summit Street, #103, Kansas CityHQ
- 11 East Gregory BLVD., Kansas City
Kansas · 1 listed address
- 3615 SW 29th Street, Topeka
Contact and registration details
- Legal name
- Craft & Sage Wealth, LLC
- Headquarters
- 2500 Summit Street, #103, Kansas City, MO 64108
- Website
- craftandsage.com
- Phone
- 816-436-9939
- @craft-and-sage
- SEC file
- 801-127993
- Structure
- Missouri LLC
- Fiscal year end
- December
Craft & Sage Wealth uses Assetmark Brokerage ($279M) as custodian for its separately managed accounts. Craft & Sage Wealth has custody of $92.9M in client assets for 424 clients.
- Assetmark BrokerageAssetmark Brokerage, LLC · Concord, CA · $279M100%
At year end, Craft & Sage Wealth’s separately managed accounts were mostly in funds (60%) and stocks (25%).
What the accounts hold
- Stocks25%
- Funds60%
- Bonds14%
- Investment grade corporate bonds7%
- U.S. government and agency bonds4%
- High-yield corporate bonds2%
- State and local bonds1%
- Cash1%
How many clients does Craft & Sage Wealth have?
Craft & Sage Wealth has 531 clients and manages $307 million for them, as of August 2026. They include 380 individual clients, 144 high-net-worth individuals, and 7 pension and profit-sharing plans.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 18 August 2026
What services does Craft & Sage Wealth offer?
Craft & Sage Wealth provides financial planning, portfolio management for individuals and small businesses, and selecting other managers.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does Craft & Sage Wealth charge?
Craft & Sage Wealth charges 0.85%–1.25% a year for its Individually Managed Accounts. Each asset band is charged at its own rate. The fee is billed in advance and is negotiable.
Which custodians does Craft & Sage Wealth use?
Craft & Sage Wealth’s separately managed account assets are held at Assetmark Brokerage, LLC (Concord, CA), with $279M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 18 August 2026
How many financial advisors does Craft & Sage Wealth have?
Craft & Sage Wealth has 7 investment adviser representatives registered with state securities authorities, out of 11 employees, and 7 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 7 employees are licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Craft & Sage Wealth invest in?
At the end of its last fiscal year, Craft & Sage Wealth’s separately managed accounts held 60% registered funds (mutual funds, ETFs, BDCs), 25% exchange-traded equities, 7% investment grade corporate bonds, 4% U.S. government and agency bonds, 2% high-yield corporate bonds, 1% state and local bonds and 1% cash and equivalents.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Craft & Sage Wealth?
Craft & Sage Wealth’s direct owner is John Christy (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 18 August 2026
How does Craft & Sage Wealth get paid?
Craft & Sage Wealth is paid through a percentage of assets under management, hourly charges and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
Is Craft & Sage Wealth registered with the SEC?
Yes, Craft & Sage Wealth has been registered with the SEC as an investment adviser since 2 June 2023. Its CRD number is 323565 and its SEC file number is 801-127993.
Source: Form ADV Part 1A, Item 1, filed 18 August 2026; IAPD firm record
How do I contact Craft & Sage Wealth?
Craft & Sage Wealth’s main office is at 2500 Summit Street, #103, Kansas City, MO 64108. Its phone number is 816-436-9939. Its website is craftandsage.com.