Philip Sagan
Philip Sagan is a CFP-designated registered investment advisor at Philip J. Sagan Financial Consulting, INC., based in Lexington, MA, with 29 years of industry experience. Philip operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Philip J. Sagan Financial Consulting does not charge investment management fees based on a percentage of your portfolio. Instead, portfolio management and financial consulting services are billed separately through hourly rates or fixed project fees.
Location
One Cranberry Hill, Lexington, MA, 02421
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Philip is a principal at Sagan & Sagan P.C., a public accounting firm. This is a non-investment related business.
Employment History
Current Registrations
Philip J. Sagan Financial Consulting, INC.
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
More Advisors
- Michael Claveau, CFPWingate Wealth Advisors, INC.
- George Bouton, CFPHightower Advisors, LLC
- George Gagliardi, CFPAstoria Portfolio Advisors LLC
- Patrick Hanlon, CFPHightower Advisors, LLC
- Jack Freedman, CFPHightower Advisors, LLC
- Jason Hastings, CFPHightower Advisors, LLC