Sage Duguay is a registered investment advisor at Wealthy with Intention, based in Winslow, ME. Sage operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more.
Compensation
Firm Size
IM Fee
Fee Structure
Wealthy With Intention LLC offers ongoing financial planning for a monthly fee ranging from $250 to $700, depending on the client's needs, complexity, and resources required. This fee is paid monthly in arrears. An initial fee up to $5,000 is charged for the initial construction of the comprehensive financial plan.
Wealthy With Intention LLC offers project-based financial planning for a fixed fee between $500 and $5,000, or an hourly rate of $250. The fee depends on the client's needs, complexity, and resources required.
Location
Winslow, ME
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Sage works as a consultant analyst for ResourceWise, providing data analysis and strategic consulting, dedicating about a quarter of their time. Sage also owns a separate entity that provides general financial education seminars, dedicating a few hours per week.
Employment History
Current Registrations
Wealthy with Intention
State Registrations1 state
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