SAGE FINANCIAL ADVISORS INC.
CRD #116933 SEC #801-60717 SCOTTSDALE, AZ 480-305-8060
SEC Registered
Total AUM
$219.4M
Discretionary
$219.4M
Employees
7
Clients
101
Accounts
332
Firm Details
- Organization Type
- Corporation
- State of Formation
- Arizona
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 20, 2025
- Branch Offices
- 1
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| CHRISTENSEN, KELLY, ALAN | I | PRESIDENT, DIRECTOR, CHIEF COMPLIANCE OFFICER | NA | Control |
| CHRISTENSEN, KELLY, ALAN | I | PRESIDENT, DIRECTOR, CHIEF COMPLIANCE OFFICER | NA | Control |
| CHRISTENSEN, KELLY, ALAN | I | PRESIDENT, DIRECTOR, CHIEF COMPLIANCE OFFICER | NA | Control |
| CHRISTENSEN, KELLY, ALAN | I | PRESIDENT, DIRECTOR, CHIEF COMPLIANCE OFFICER | NA | Control |
| CHRISTENSEN, KELLY, ALAN | I | PRESIDENT, DIRECTOR, CHIEF COMPLIANCE OFFICER | NA | Control |
| CHRISTENSEN, KELLY, ALAN | I | PRESIDENT, DIRECTOR, CHIEF COMPLIANCE OFFICER | NA | Control |
| CHRISTENSEN, KELLY, ALAN | I | PRESIDENT, DIRECTOR, CHIEF COMPLIANCE OFFICER | NA | Control |
| CHRISTENSEN, KELLY, ALAN | I | PRESIDENT, DIRECTOR, CHIEF COMPLIANCE OFFICER | NA | Control |
| CHRISTENSEN, KELLY, ALAN | I | PRESIDENT, DIRECTOR, CHIEF COMPLIANCE OFFICER | NA | Control |
| CHRISTENSEN, KELLY, ALAN | I | PRESIDENT, DIRECTOR, CHIEF COMPLIANCE OFFICER | NA | Control |
| CHRISTENSEN, KELLY, ALAN | I | PRESIDENT, DIRECTOR, CHIEF COMPLIANCE OFFICER | NA | Control |
| CHRISTENSEN, KELLY, ALAN | I | PRESIDENT, DIRECTOR, CHIEF COMPLIANCE OFFICER | NA | Control |
| CHRISTENSEN, KELLY, ALAN | I | PRESIDENT, DIRECTOR, CHIEF COMPLIANCE OFFICER | NA | Control |
| CHRISTENSEN, KELLY, ALAN | I | PRESIDENT, DIRECTOR, CHIEF COMPLIANCE OFFICER | NA | Control |
| CHRISTENSEN, KELLY, ALAN | I | PRESIDENT, DIRECTOR, CHIEF COMPLIANCE OFFICER | NA | Control |
| CHRISTENSEN, KELLY, ALAN | I | PRESIDENT, DIRECTOR, CHIEF COMPLIANCE OFFICER | NA | Control |
| CHRISTENSEN, KELLY, ALAN | I | PRESIDENT, DIRECTOR, CHIEF COMPLIANCE OFFICER | NA | Control |
| CHRISTENSEN, KELLY, ALAN | I | PRESIDENT, DIRECTOR, CHIEF COMPLIANCE OFFICER | NA | Control |
| CHRISTENSEN, KELLY, ALAN | I | PRESIDENT, DIRECTOR, CHIEF COMPLIANCE OFFICER | NA | Control |
| CHRISTENSEN, KELLY, ALAN | I | PRESIDENT, DIRECTOR, CHIEF COMPLIANCE OFFICER | NA | Control |
| CHRISTENSEN, KELLY, ALAN | I | PRESIDENT, DIRECTOR, CHIEF COMPLIANCE OFFICER | NA | Control |
| CHRISTENSEN, KELLY, ALAN | I | PRESIDENT, DIRECTOR, CHIEF COMPLIANCE OFFICER | NA | Control |
| CHRISTENSEN, KELLY, ALAN | I | PRESIDENT, DIRECTOR, CHIEF COMPLIANCE OFFICER | NA | Control |
| CHRISTENSEN, KELLY, ALAN | I | PRESIDENT, DIRECTOR, CHIEF COMPLIANCE OFFICER | E | Control |
| CHRISTENSEN, KELLY, ALAN | I | PRESIDENT, DIRECTOR, CHIEF COMPLIANCE OFFICER | E | Control |
| CHRISTENSEN, KELLY, ALAN | I | PRESIDENT, DIRECTOR, CHIEF COMPLIANCE OFFICER | E | Control |
| CHRISTENSEN, KELLY, ALAN | I | PRESIDENT, DIRECTOR, CHIEF COMPLIANCE OFFICER | E | Control |
| CHRISTENSEN, KELLY, ALAN | I | PRESIDENT, DIRECTOR, CHIEF COMPLIANCE OFFICER | E | Control |
| CHRISTENSEN, KELLY, ALAN | I | PRESIDENT, DIRECTOR | E | Control |
| CHRISTENSEN, KELLY, ALAN | I | PRESIDENT, DIRECTOR, CHIEF COMPLIANCE OFFICER | E | Control |
| CHRISTENSEN, KELLY, ALAN | I | PRESIDENT, DIRECTOR, CHIEF COMPLIANCE OFFICER | E | Control |
| CHRISTENSEN, KELLY, ALAN | I | PRESIDENT, DIRECTOR, CHIEF COMPLIANCE OFFICER | E | Control |
| CHRISTENSEN, KELLY, ALAN | I | PRESIDENT, DIRECTOR, CHIEF COMPLIANCE OFFICER | E | Control |
| CHRISTENSEN, KELLY, ALAN | I | PRESIDENT, DIRECTOR, CHIEF COMPLIANCE OFFICER | E | Control |
| CHRISTENSEN, KELLY, ALAN | I | PRESIDENT, DIRECTOR, CHIEF COMPLIANCE OFFICER | E | Control |
| CHRISTENSEN, KELLY, ALAN | I | PRESIDENT, DIRECTOR, CHIEF COMPLIANCE OFFICER | E | Control |
| KA & JL CHRISTENSEN FAMILY TRUST | DE | SHAREHOLDER | E | Control |
| KA & JL CHRISTENSEN FAMILY TRUST | DE | SHAREHOLDER | E | Control |
| KA & JL CHRISTENSEN FAMILY TRUST | DE | SHAREHOLDER | E | Control |
| KA & JL CHRISTENSEN FAMILY TRUST | DE | SHAREHOLDER | E | Control |
| KA & JL CHRISTENSEN FAMILY TRUST | DE | SHAREHOLDER | E | Control |
| KA & JL CHRISTENSEN FAMILY TRUST | DE | SHAREHOLDER | E | Control |
| KA & JL CHRISTENSEN FAMILY TRUST | DE | SHAREHOLDER | E | Control |
| KA & JL CHRISTENSEN FAMILY TRUST | DE | SHAREHOLDER | E | Control |
| KA & JL CHRISTENSEN FAMILY TRUST | DE | SHAREHOLDER | E | Control |
| KA & JL CHRISTENSEN FAMILY TRUST | DE | SHAREHOLDER | E | Control |
| KA & JL CHRISTENSEN FAMILY TRUST | DE | SHAREHOLDER | E | Control |
| KA & JL CHRISTENSEN FAMILY TRUST | DE | SHAREHOLDER | E | Control |
| KA & JL CHRISTENSEN FAMILY TRUST | DE | SHAREHOLDER | E | Control |
| KA & JL CHRISTENSEN FAMILY TRUST | DE | SHAREHOLDER | E | Control |
| KA & JL CHRISTENSEN FAMILY TRUST | DE | SHAREHOLDER | E | Control |
| KA & JL CHRISTENSEN FAMILY TRUST | DE | SHAREHOLDER | E | Control |
| KA & JL CHRISTENSEN FAMILY TRUST | DE | SHAREHOLDER | E | Control |
| KA & JL CHRISTENSEN FAMILY TRUST | DE | SHAREHOLDER | E | Control |
| KA & JL CHRISTENSEN FAMILY TRUST | DE | SHAREHOLDER | E | Control |
| KA & JL CHRISTENSEN FAMILY TRUST | DE | SHAREHOLDER | E | Control |
| KA & JL CHRISTENSEN FAMILY TRUST | DE | SHAREHOLDER | E | Control |
| KA & JL CHRISTENSEN FAMILY TRUST | DE | SHAREHOLDER | E | Control |
| KA & JL CHRISTENSEN FAMILY TRUST | DE | SHAREHOLDER | E | Control |
| CHRISTENSEN, KELLY | I | PRESIDENT, DIRECTOR | C | Control |
| EVERROAD, MATTHEW, OLDHAM | I | SECRETARY, DIRECTOR | C | Control |
| HERMANSON, JON, DAVID | I | TREASURER, DIRECTOR | C | Control |
| RAUCH, DAVID | I | VICE PRESIDENT, DIRECTOR | C | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| CHRISTENSEN, JULIA, L. | I | KA & JL CHRISTENSEN FAMILY TRUST | F | Control |
| CHRISTENSEN, JULIA, L. | I | KA & JL CHRISTENSEN FAMILY TRUST | F | Control |
| CHRISTENSEN, JULIA, L. | I | KA & JL CHRISTENSEN FAMILY TRUST | F | Control |
| CHRISTENSEN, JULIA, L. | I | KA & JL CHRISTENSEN FAMILY TRUST | F | Control |
| CHRISTENSEN, JULIA, L. | I | KA & JL CHRISTENSEN FAMILY TRUST | F | Control |
| CHRISTENSEN, JULIA, L. | I | KA & JL CHRISTENSEN FAMILY TRUST | F | Control |
| CHRISTENSEN, JULIA, L. | I | KA & JL CHRISTENSEN FAMILY TRUST | F | Control |
| CHRISTENSEN, JULIA, L. | I | KA & JL CHRISTENSEN FAMILY TRUST | F | Control |
| CHRISTENSEN, JULIA, L. | I | KA & JL CHRISTENSEN FAMILY TRUST | F | Control |
| CHRISTENSEN, JULIA, L. | I | KA & JL CHRISTENSEN FAMILY TRUST | F | Control |
| CHRISTENSEN, JULIA, L. | I | KA & JL CHRISTENSEN FAMILY TRUST | F | Control |
| CHRISTENSEN, JULIA, L. | I | KA & JL CHRISTENSEN FAMILY TRUST | F | Control |
| CHRISTENSEN, JULIA, L. | I | KA & JL CHRISTENSEN FAMILY TRUST | F | Control |
| CHRISTENSEN, JULIA, L. | I | KA & JL CHRISTENSEN FAMILY TRUST | F | Control |
| CHRISTENSEN, JULIA, L. | I | KA & JL CHRISTENSEN FAMILY TRUST | F | Control |
| CHRISTENSEN, JULIA, L. | I | KA & JL CHRISTENSEN FAMILY TRUST | F | Control |
| CHRISTENSEN, JULIA, L. | I | KA & JL CHRISTENSEN FAMILY TRUST | F | Control |
| CHRISTENSEN, JULIA, L. | I | KA & JL CHRISTENSEN FAMILY TRUST | F | Control |
| CHRISTENSEN, JULIA, L. | I | KA & JL CHRISTENSEN FAMILY TRUST | F | Control |
| CHRISTENSEN, JULIA, L. | I | KA & JL CHRISTENSEN FAMILY TRUST | F | Control |
| CHRISTENSEN, JULIA, L. | I | KA & JL CHRISTENSEN FAMILY TRUST | F | Control |
| CHRISTENSEN, KELLY, ALAN | I | KA & JL CHRISTENSEN FAMILY TRUST | F | Control |
| CHRISTENSEN, KELLY, ALAN | I | KA & JL CHRISTENSEN FAMILY TRUST | F | Control |
| CHRISTENSEN, KELLY, ALAN | I | KA & JL CHRISTENSEN FAMILY TRUST | F | Control |
| CHRISTENSEN, KELLY, ALAN | I | KA & JL CHRISTENSEN FAMILY TRUST | F | Control |
| CHRISTENSEN, KELLY, ALAN | I | KA & JL CHRISTENSEN FAMILY TRUST | F | Control |
| CHRISTENSEN, KELLY, ALAN | I | KA & JL CHRISTENSEN FAMILY TRUST | F | Control |
| CHRISTENSEN, KELLY, ALAN | I | KA & JL CHRISTENSEN FAMILY TRUST | F | Control |
| CHRISTENSEN, KELLY, ALAN | I | KA & JL CHRISTENSEN FAMILY TRUST | F | Control |
| CHRISTENSEN, KELLY, ALAN | I | KA & JL CHRISTENSEN FAMILY TRUST | F | Control |
| CHRISTENSEN, KELLY, ALAN | I | KA & JL CHRISTENSEN FAMILY TRUST | F | Control |
| CHRISTENSEN, KELLY, ALAN | I | KA & JL CHRISTENSEN FAMILY TRUST | F | Control |
| CHRISTENSEN, KELLY, ALAN | I | KA & JL CHRISTENSEN FAMILY TRUST | F | Control |
| CHRISTENSEN, KELLY, ALAN | I | KA & JL CHRISTENSEN FAMILY TRUST | F | Control |
| CHRISTENSEN, KELLY, ALAN | I | KA & JL CHRISTENSEN FAMILY TRUST | F | Control |
| CHRISTENSEN, KELLY, ALAN | I | KA & JL CHRISTENSEN FAMILY TRUST | F | Control |
| CHRISTENSEN, KELLY, ALAN | I | KA & JL CHRISTENSEN FAMILY TRUST | F | Control |
| CHRISTENSEN, KELLY, ALAN | I | KA & JL CHRISTENSEN FAMILY TRUST | F | Control |
| CHRISTENSEN, KELLY, ALAN | I | KA & JL CHRISTENSEN FAMILY TRUST | F | Control |
| CHRISTENSEN, KELLY, ALAN | I | KA & JL CHRISTENSEN FAMILY TRUST | F | Control |
| CHRISTENSEN, KELLY, ALAN | I | KA & JL CHRISTENSEN FAMILY TRUST | F | Control |
| CHRISTENSEN, KELLY, ALAN | I | KA & JL CHRISTENSEN FAMILY TRUST | F | Control |
Registrations
Federal
IA
Mar 20, 2025 REGISTERED
Notice Filings (5)
AZ CA LA OR TX
Address
8980 E. RAINTREE DRIVESUITE 120
SCOTTSDALE, AZ 85260
United States
Phone: 480-305-8060