Sage Wealth Consulting, LLC is located in Sarasota, FL and serves clients locally and across the country. As a fiduciary, we offer financial planning and investment management. We are motivated by a genuine desire to help our clients. As a fee-only advisor, we never earn commissions. We offer a monthly pay-as-you-go approach for wealth consulting for professionals and business owners looking for a strategic planning partner. We offer timely, meaningful advice and long lasting relationships.
Our Commitment to Ethics & Professional Education
Founder and lead advisor, Angela Wentz CFP®, MRFC®, is both a Master Registered Financial Consultant and a Certified Financial Planner. These additional designations are not required to practice financial planning, but represent a commitment to continuing education, ethics, and industry experience. In addition to the professional experience and testing required, the designations require 70 hours of continuing education to stay on top of industry changes, in addition to ethics requirements.
Angela Wentz CFP®, MRFC®, is Ethics Approved by the IARFC. The Ethics Approved program verifies the high principles and standards of the IARFC Code of Ethics and asserts a sound record of business integrity with no suspension or revocation of any professional licenses.
Transparent, Fee-Only Pricing
Sage Wealth Consulting, LLC offers fee-only pricing and does not earn commissions.
We are independent and work in your best interest instead of being limited with proprietary products or sales quotas. We believe in providing a high level of personalized, individual attention to each of our clients. Instead of receiving a commission each time we make trades, there is a quarterly fee for Investment Advisory Services. In addition, Financial Planning Services are available for a fixed upfront and monthly fee. Please see our ADV for complete pricing information. Assets are securely custodied with TD Ameritrade, Inc.
Fiducary Standard vs. Suitability Standard
At Sage Wealth Consulting, LLC, we uphold oaths to put your interests and needs first. It may come as a surprise that only some advisors are legally and ethically required to put your best interest before their own. Instead, most firms are held to a Suitability Standard which is the industry’s basic requirement. At Sage Wealth Consulting, LLC we made a deliberate decision to operate under a Fiduciary Standard.
Although there have been recent attempts to require all advisors to work in their client’s best interest, unfortunately these laws have not been put into place. If you have worked with an advisor in the past, it’s likely you’ll notice a difference in our approach.
Certified Financial Planner
Angela Wentz, CFP®, MRFC®
As president of Sage Wealth Consulting, LLC, my goal is to help my clients achieve their ideal lifestyle while navigating changing financial circumstances and priorities. Outside of the office, I enjoy boating, walking the beach, and practicing yoga. I am passionate about a healthy lifestyle. I am a member of Bayside Community Church, and volunteer through Junior League. I enjoy the arts and am a member of the Culture Collective through the Arts and Cultural Alliance of Sarasota County. I am an alumna of Hollins University, where I was co-captain of the golf team and rode for the equestrian team. I am from central Ohio and a fan of The Ohio State Buckeyes, especially football. I also enjoy playing trivia at the Longboat Key Club. I live in Lido Shores with my husband Chris Wetzig. If you see me at the beach or farmer’s market, please say hello!
Professional Accreditations & Education
- 8+ years experience in Wealth Management industry
- CERTIFIED FINANCIAL PLANNER™
- Master Registered Financial Consultant
- FINRA Series 66
- 2-15 Life, Heath and Variable Insurance License
- Acquired the FINRA Series 7, inactive
- Hollins University, Virginia, B.A. in Business Communications & Technology
- Financial Planning Association (FPA) Member
- International Association of Registered Financial Consultants (IARFC) Member
- CFP Certified Financial Planner Board of Standards Member
- NAPFA Registered Financial Advisor
- Fee-Only Network
- XY Planning Network