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 Wetzig 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 Wetzig 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 Wetzig, CFP®, MRFC®
Angela (Wentz) Wetzig CFP®, MRFC® is a Certified Financial Planner® and Master Registered Financial Consultant®. She is the founder of Sage Wealth Consulting, LLC, a fiduciary, fee-only registered investment advisory firm in Sarasota, Florida. With nearly a decade in wealth management, she has helped hundreds of clients reach their goals. Her articles have been featured in industry publications including NAPFA magazine and The Register IARFC journal. Additionally, she was nominated in 2020 for Women to Watch by Investment News. Angela Wetzig also serves on the board for Financial Planning Association of Suncoast.