Russell Schilt is a CFP-designated registered investment advisor at Sage Saguaro Financial Planning, based in Glendale, AZ, with 16 years of industry experience. Russell operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, High Net Worth, and 4 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.20% |
| $500K - $2.5M | 0.80% |
| $2.5M+ | 0.40% |
Fees are negotiable and accounts within the same household may be combined for a reduced fee.
Fee Estimator
Location
17505 North 79th Ave., Suite 306, Glendale, AZ, 85308
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
Russell is an employee of The Vanguard Group, Inc., the parent company of Vanguard Marketing Corporation. This appears to be his primary employment.
Employment History
Current Registrations
Sage Saguaro Financial Planning
Previous Registrations
Vanguard Advisers, INC.
Vanguard Marketing CorporationBroker
AXA Advisors, LLC
AXA Advisors, LLCBroker
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
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