Andrew Holemon is a CFP, PFS-designated registered investment advisor at Sage Financial Advisors INC., based in Scottsdale, AZ, with 10 years of industry experience. Andrew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Insurance Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 105 clients with $220M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 0.75% |
| $2.0M - $5.0M | 0.50% |
| $5M+ | 0.35% |
Fees are negotiable and may vary based on several factors.
Fee Estimator
Location
8980 E. Raintree Drive, Suite 120, Scottsdale, AZ, 85260
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
Andrew is a partner in Holemon Properties, LLC, a rental property business, dedicating minimal time. He also provides tax preparation and planning services as Andrew W. Holemon, CPA, spending about a quarter of his time, primarily during tax season.
Employment History
Current Registrations
Sage Financial Advisors INC.
State Registrations2 states
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.