Transparency, compliance, and clarity — everything you need to understand how SageFolio operates and what to expect from our services.
About SageFolio Advisors, LLC
SageFolio provides financial planning and related services through SageFolio Advisors, LLC. We are currently in the process of applying for registration as a Registered Investment Adviser with applicable federal and state regulators.
No investment advisory services will be offered or provided until all required regulatory approvals have been received. Upon approval, services will be delivered in full accordance with applicable laws and regulations.
A Note on Our Services
Additional services — including insurance products — may be offered through separate business activities that are independent of SageFolio Advisors, LLC.
Each service line operates under its own applicable regulatory framework to ensure proper oversight and client protection.
Disclosure Documents
Access the key regulatory documents that describe our services, personnel, fees, and client agreements.
Form ADV Part 2A
Firm Brochure — This document describes services offered, fee structures, conflicts of interest, and required regulatory disclosures. Also available on the IARD platform.
Form ADV Part 2B
Brochure Supplement — Provides information on advisory personnel, qualifications, business background, and additional disclosures. Also available on the IARD platform.
Client Agreement
Investment Advisory & Financial Planning Agreement — Outlines scope of services, fee arrangements, billing practices, and client responsibilities.
Privacy Notice
Privacy practices, information security, and confidentiality policies for SageFolio Advisors, LLC.
Insurance & Protection Planning
Insurance products and related protection planning services may be offered through separate business activities independent from SageFolio Advisors, LLC. These services operate under their own applicable licensing and regulatory requirements.
Areas of focus may include:
Life Insurance
Planning strategies designed to help protect the people depending on your income.
Disability Income Protection
Income continuity planning in the event illness or injury impacts your ability to work.
Long-Term Care Planning
Planning considerations related to future care needs and asset preservation.
Fixed & Indexed Annuities
Retirement income and principal protection strategies where appropriate.
Additional planning considerations for unique risks, businesses, or asset structures.
Important Disclosures
No Current Advisory Services
No investment advisory services are currently being offered through SageFolio Advisors, LLC. Services will only commence upon receipt of all required regulatory approvals.
Consult a Professional
Any financial decisions should be made in consultation with appropriate professionals based on your individual circumstances, goals, and financial situation.
Independent Business Activities
Insurance and other services referenced on this site are conducted through separate business activities, each governed by their own regulatory requirements and disclosures.
Get in Touch
Have questions about our disclosures, services, or registration status? We're here to help.
SageFolio Advisors, LLC
Registered Investment Adviser — Pending Approval
Transparency & Coordination
All services delivered in accordance with applicable federal and state regulations.
Take Control of Your Cash Flow
Build. Plan. Grow.
SageFolio Advisors, LLC is in the process of registering as a Texas-registered investment adviser. Registration does not imply a certain level of skill or training. Insurance products and services are offered separately from SageFolio Advisors, LLC.
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Disclosures & Regulatory Information