Sage Advisors provides financial planning, portfolio management for individuals and small businesses, pension consulting, educational seminars, divorce planning, education planning, estate planning, insurance, and tax planning. Financial planning was provided to 500 clients last fiscal year.
Sage Advisors reports 690 clients. They include 525 individual clients, 150 high-net-worth individuals, and 13 pension and profit-sharing plans. Of its assets, 93.2% ($536M across 681 accounts) are managed with discretion; $39.3M across 9 accounts are not. Of its clients, 1% are outside the U.S.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 76% | 25% |
| High-net-worth individuals | 22% | 65% |
| Banking or thrift institutions | 0% | 0% |
| Pension and profit-sharing plans | 2% | 9% |
| Charitable organizations | <1% | <1% |
| Other client typesState or municipal government entities; Other investment advisers; Insurance companies; Sovereign wealth funds and foreign official institutions; Corporations and other businesses; Other | 0% | 0% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 525 | $143M | 24.9% | $273K |
| High-net-worth individuals | 150 | $375M | 65.2% | $2.5M |
| Banking or thrift institutions | Fewer than 5 | $0 | 0.0% | — |
| Pension and profit-sharing plans | 13 | $54.5M | 9.5% | $4.19M |
| Charitable organizations | Fewer than 5 | $2.47M | 0.4% | $1.23M |
| State or municipal government entities | Fewer than 5 | $0 | 0.0% | — |
| Other investment advisers | Fewer than 5 | $0 | 0.0% | — |
| Insurance companies | Fewer than 5 | $0 | 0.0% | — |
| Sovereign wealth funds and foreign official institutions | Fewer than 5 | $0 | 0.0% | — |
| Corporations and other businesses | Fewer than 5 | $0 | 0.0% | — |
| Other | Fewer than 5 | $0 | 0.0% | — |
| Total | 690 | $575M | 100% | — |
- Clients
- 525
- Regulatory AUM
- $143M
- AUM share
- 24.9%
- Avg. per client
- $273K
- Clients
- 150
- Regulatory AUM
- $375M
- AUM share
- 65.2%
- Avg. per client
- $2.5M
- Clients
- Fewer than 5
- Regulatory AUM
- $0
- AUM share
- 0.0%
- Avg. per client
- —
- Clients
- 13
- Regulatory AUM
- $54.5M
- AUM share
- 9.5%
- Avg. per client
- $4.19M
- Clients
- Fewer than 5
- Regulatory AUM
- $2.47M
- AUM share
- 0.4%
- Avg. per client
- $1.23M
- Clients
- Fewer than 5
- Regulatory AUM
- $0
- AUM share
- 0.0%
- Avg. per client
- —
- Clients
- Fewer than 5
- Regulatory AUM
- $0
- AUM share
- 0.0%
- Avg. per client
- —
- Clients
- Fewer than 5
- Regulatory AUM
- $0
- AUM share
- 0.0%
- Avg. per client
- —
- Clients
- Fewer than 5
- Regulatory AUM
- $0
- AUM share
- 0.0%
- Avg. per client
- —
- Clients
- Fewer than 5
- Regulatory AUM
- $0
- AUM share
- 0.0%
- Avg. per client
- —
- Clients
- Fewer than 5
- Regulatory AUM
- $0
- AUM share
- 0.0%
- Avg. per client
- —
Total
- Clients
- 690
- Regulatory AUM
- $575M
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 1%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 500
Sage Advisors charges 0.20%–1.25% a year for its Portfolio Management and Pension Consulting. The fee is billed in advance or in arrears and is negotiable. The brochure also prices one other service, listed under fee details.
Fee details and sources
Other fees
- Financial Planning
- Financial planning is a flat fee, typically $500 to $5,000, set before services begin based on expected complexity.
Russell Cole owns 75% or more of Sage Advisors. The leadership team of Sage Advisors includes Chief Compliance Officer Michael Helke. It has 11 employees, 4 of them in advisory roles.
Leadership
- Michael HelkeChief Compliance Officer
- Russell ColeManager
- Jordan ColeCFO
- Michaela GriggsMember
- Brandon ColeMember
Investment adviser representatives
4 representatives listed in the SEC register as of 9 October 2026.
Staff
- 11 employees
- 4 in advisory functions
- 4 state-registered reps
- Owns 75% or more of Sage Advisors, LLC
Russell Cole
Control person · since January 2001
- Owns 10% to 25% of Sage Advisors, LLC
Jordan Cole
since June 2018
- Owns 5% to 10% of Sage Advisors, LLC
Michaela Griggs
since August 2025
- Owns 5% to 10% of Sage Advisors, LLC
Brandon Cole
since August 2025
Sage Advisors’ regulatory assets grew 2.1× from $273M (May 2021) to $575M (January 2026); clients rose from 500 to 690 and employees from 9 to 11.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| January 2026 | $575M | 690 | 11 | 4 |
| January 2025 | $482M | 674 | 10 | 4 |
| January 2024 | $427M | 643 | 11 | 3 |
| June 2023 | $383M | 635 | 11 | 3 |
| July 2022 | $381M | 582 | 10 | 2 |
| May 2021 | $273M | 500 | 9 | 2 |
Besides its headquarters, Sage Advisors has 3 offices (3 private residences, listed without an address), with 1 listed address in Washington.
Washington · 1 listed address
- 115 2nd Avenue North, Suite 200, EdmondsHQ
Contact and registration details
- Legal name
- Sage Advisors, LLC
- Headquarters
- 115 2nd Avenue North, Suite 200, Edmonds, WA 98020
- Website
- sageadvisorsllc.com
- Phone
- 206-516-7991
- SEC file
- 801-115281
- Founded
- 2001
- Structure
- Washington LLC
- Fiscal year end
- December
Sage Advisors uses Fidelity ($0) as custodian for its separately managed accounts. Sage Advisors does not have custody of client assets.
The filed values do not form a complete breakdown. Values are shown as filed.
- Fidelity · Fidelity Brokerage Services LLC · Westlake, TX · $0
- 0%
At year end, Sage Advisors’ separately managed accounts were mostly in funds (92%).
What the accounts hold
- Stocks5%
- Funds92%
- Cash3%
How many clients does Sage Advisors have?
Sage Advisors has 690 clients and manages $575 million for them, as of January 2026. They include 525 individual clients, 150 high-net-worth individuals, and 13 pension and profit-sharing plans.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 8 January 2026
What services does Sage Advisors offer?
Sage Advisors provides financial planning, portfolio management for individuals and small businesses, pension consulting, educational seminars, divorce planning, education planning, estate planning, insurance, and tax planning.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4
How much does Sage Advisors charge?
Sage Advisors charges 0.20%–1.25% a year for its Portfolio Management and Pension Consulting. The fee is billed in advance or in arrears and is negotiable.
Source: SAGE ADVISORS, LLC - FORM ADV PART 2A, filed 8 January 2026
Which custodians does Sage Advisors use?
The filing also lists Fidelity Brokerage Services LLC with no separately managed account assets.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 8 January 2026
How many financial advisors does Sage Advisors have?
Sage Advisors has 4 investment adviser representatives registered with state securities authorities, out of 11 employees, and 4 perform investment advisory functions. None are registered representatives of a broker-dealer or 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 Sage Advisors invest in?
At the end of its last fiscal year, Sage Advisors’ separately managed accounts held 92% registered funds (mutual funds, ETFs, BDCs), 5% exchange-traded equities and 3% 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 Sage Advisors?
Sage Advisors’ direct owners are Russell Cole (75% or more), Jordan Cole (10% to 25%), Michaela Griggs (5% to 10%) and Brandon Cole (5% to 10%).
Source: Form ADV Part 1A, Schedules A and B, filed 8 January 2026
How does Sage Advisors get paid?
Sage Advisors is paid through a percentage of assets under management 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 Sage Advisors registered with the SEC?
Yes, Sage Advisors has been registered with the SEC as an investment adviser since 13 May 2019. Its CRD number is 301328 and its SEC file number is 801-115281.
Source: Form ADV Part 1A, Item 1, filed 8 January 2026; IAPD firm record
How do I contact Sage Advisors?
Sage Advisors’ main office is at 115 2nd Avenue North, Suite 200, Edmonds, WA 98020. Its phone number is 206-516-7991. Its website is sageadvisorsllc.com.