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They include 97 high-net-worth individuals and 22 individual clients.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 22 June 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Sage Wealth Planning offer?","answer":"Sage Wealth Planning provides financial planning, portfolio management for individuals and small businesses, and pension consulting.","source":"Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How much does Sage Wealth Planning charge?","answer":"Sage Wealth Planning charges 0.10%–0.90% a year for its Assets under management fee. Each asset band is charged at its own rate. The fee is billed in advance and is negotiable.","source":"2026-03-02 SAGE WEALTH PLANNING FORM ADV PART 2A, filed 2 March 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Sage Wealth Planning use?","answer":"Sage Wealth Planning’s separately managed account assets are held at Charles Schwab & Co., Inc. (Westlake, TX), with $122M. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 22 June 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Sage Wealth Planning have?","answer":"Sage Wealth Planning has 3 investment adviser representatives registered with state securities authorities, out of 3 employees, and 3 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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Sage Wealth Planning invest in?","answer":"At the end of its last fiscal year, Sage Wealth Planning’s separately managed accounts held 79% registered funds (mutual funds, ETFs, BDCs), 16% exchange-traded equities, 2% investment grade corporate bonds, 2% cash and equivalents and 1% U.S. government and agency bonds.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Sage Wealth Planning?","answer":"Sage Wealth Planning’s direct owner is Ethan Kok (75% or more).","source":"Form ADV Part 1A, Schedules A and B, filed 22 June 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Sage Wealth Planning get paid?","answer":"Sage Wealth Planning 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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How do I contact Sage Wealth Planning?","answer":"Sage Wealth Planning’s main office is at 116 W 8th Street, Unit 207, Georgetown, TX 78626. Its phone number is 231-221-2448. Its website is sagewealthplans.com.","source":"Form ADV Part 1A, Item 1.F, filed 22 June 2026","sourceRef":{"doc":"adv1","section":"offices"}}],"holdings":null,"notice":"Compiled from public SEC Form ADV filings on the dates in `sources`. Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}