Friday, October 23, 2026The Morning EditionOpen AtlasSign inJoin free
FinancialADVSR

Est. 2026The front page of wealth managementNew York

The Morning EditionFree · 6:30 AM ETSubscribe
IN Freehold Wealth Management brings $576M to Osaic in multigenerational moveIN Sanctuary Wealth adds elder care platform to advisor toolkitIN Beyond tax loss harvesting: why long-short strategies demand a harder lookIN Investors still want advisors, even as AI expands investment choicesIN AI poses moderate disruption risk to wealth managers and retail banks, Fitch saysCW Podcast: Schwab takes its cut, Beacon Pointe powers upRB Vanguard is fulfilling Salim Ramji's May 1 promised renewal of 'Flagship' platinum tier service after it eroded, and he's willing to count non-Vanguard funds against the $1-million minimum for the first timeIN RIA IPO 'probably' coming within two years, dealmaker predictsIN Women Advisor Summit 2026: Get set for 'extraordinary' gathering of industry’s female leaders4K IRS Expands Retirement Plan Error Corrections, Creates New IRA Program

Financial ADVSR advisor directory · SEC adviser records

Sage Wealth Planning financial advisors in Georgetown, TX

Every SEC-registered investment adviser representative at a Sage Wealth Planning office in Georgetown, A to Z.

3 registered advisors work at Sage Wealth Planning in Georgetown, out of 3 at the firm nationwide; it ranks number 14 in the city by advisors. 3 list the CFP designation and 0 are also registered broker representatives.

Sage Wealth Planning advisors in Georgetown, A to Z

Every Sage Wealth Planning advisor →

Sage Wealth Planning advisors in every city and state →Sage Wealth Planning: assets, clients and custodians →Advisor Moves: who changed firms this week →

Other firms in Georgetown

All Georgetown advisors →

Edward Jones 22Wells Fargo Clearing Services, LLC 14Merrill Lynch, Pierce, Fenner & Smith Incorporated 11Cetera Investment Advisers LLC 8Raymond James & Associates, Inc. 7Strategic Advisers LLC 6Ameriprise Financial Services, LLC 5Pfs Investments Inc. 5State Farm Investment Management Corp. 5Reap Financial Group, LLC 4Charles Schwab & Co., Inc. 3Cwm, LLC 3

Questions

How many financial advisors does Sage Wealth Planning have in Georgetown?

3 investment adviser representatives are registered at Sage Wealth Planning offices in Georgetown, Texas, according to the SEC's Investment Adviser Public Disclosure records, out of 3 nationwide. 3 list the CFP designation and 0 are also registered as broker representatives.

Is Sage Wealth Planning one of the largest advisor employers in Georgetown?

Sage Wealth Planning ranks number 14 in Georgetown by registered advisors; Edward Jones has the most, with 22.

How do I check a Sage Wealth Planning advisor in Georgetown?

Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.

Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Sage Wealth Planning office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.