SAGE FINANCIAL ADVISORS INC.

CRD 116933File 801-60717

APPROVED

Retail clients

Custody

Filing as of Mar 24, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$270.3M

Below cohort median (national)

Discretionary AUM

$270.3M

Clients

115

348 accounts

Employees

Below cohort median in AZ

Identity & registration

ADV Item 1

Organization form: Corporation
Firm type: Registered
SEC region: LARO
Registration date: Nov 16, 2001
Principal office: 8980 E. RAINTREE DRIVE, SUITE 120, SCOTTSDALE, AZ, 85260
Phone: 480-305-8060
Website: Not reported

Assets & accounts

ADV Item 5F

Total regulatory AUM: $270.3M
Discretionary AUM: $270.3M
Non-discretionary AUM: $0
Discretionary accounts: 348
Non-discretionary accounts: 0
Total accounts: 348
AUM per client: $2.4M

Clients by type

ADV Item 5D

Client type	Clients	AUM
Charitable organizations	Fewer than 5	$1.2M
High net worth individuals	79	$248.6M
Pension and profit sharing plans	Fewer than 5	$3.8M
Individuals (other than high net worth individuals)	36	$16.6M

Compensation & activities

ADV Items 5E, 5G

Compensation

Other
Fixed fees
Hourly charges
Other (described) — SEMINAR FEES
A percentage of assets under your management

Advisory activities

Other
Other advisory activities
Financial planning services
Portfolio management for other
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: Yes
Firm Custody Assets: No
Firm Custody Clients: No
Firm Custody Securities: Yes
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
Aug 12, 2026	Registration	—	APPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.