Sage Financial Advisors Inc.
- Regulatory AUM
- $270M
- Discretionary
- $270M
- Clients
- 115
- Avg AUM / client
- $2.4M
- Accounts
- 348
- Employees
- 7
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 24, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 36 | $16.6M | 6.15% |
| High net worth individuals | 79 | $249M | 92.0% |
| Pension and profit sharing plans | Fewer than 5 clients | $3.8M | 1.42% |
| Charitable organizations | Fewer than 5 clients | $1.2M | 0.46% |
People (6)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Kelly Alan Christensen | President, Director, Chief Compliance Officer | CFP | Jun 1999 (27y) | Less than 5% |
| Christensen, Julia, L. | Trustee & Beneficiary | Mar 2015 (11y) | GP / trustee / elected manager of Ka & Jl Christensen Family Trust (indirect) | |
| Sharon Mainini Bargetto | Registered representative | CFP | May 2007 (19y) | |
| Andrew Wellington Holemon | Registered representative | CFP Personal Financial Specialist | Jul 2015 (11y) | |
| Michael P. Christensen | Registered representative | Jan 2024 (3y) | ||
| William Henry Christensen | Registered representative | Feb 2024 (3y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Ka & Jl Christensen Family Trust | Shareholder | Mar 2015 | A | 75% or more |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/24/2026 | 905 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
- • Other fees
- • SEMINAR FEES
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Pension consulting services
- • Educational seminars/workshops
- • Other services
Custody
Reported custodians
- Charles Schwab & Co. $269M (99% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 24, 2026.
View current Form ADV (SEC/IAPD) ↗