Legal Disclosures & Regulatory Information

Disclosures & Regulatory Information
Transparency, compliance, and clarity — everything you need to understand how SageFolio operates and what to expect from our services.
SageFolio Advisors, LLC
About SageFolio Advisors, LLC
SageFolio Advisors, LLC provides financial planning and investment advisory services. Additional information about the firm, its services, fees, conflicts of interest, and advisory personnel is available through the disclosure documents provided below.
A Note on Our Services
Insurance products and services may be offered separately through a licensed insurance agent and are not advisory services provided by SageFolio Advisors, LLC. Insurance products may generate commissions or other compensation to the licensed insurance agent, creating a financial incentive to recommend such products. Purchasing insurance is not required to receive financial planning or investment advisory services from SageFolio Advisors, LLC.
Any insurance recommendations are made solely in a separate insurance capacity.
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 through the Investment Adviser Public Disclosure (IAPD) system.

Form ADV Part 2A
Form ADV Part 2B
Brochure Supplement — Provides information about the investment adviser representative providing advisory services, including educational background, business experience, disciplinary information, other business activities, additional compensation, and supervision, as applicable. Also available through the Investment Adviser Public Disclosure (IAPD) system.
Form ADV Part 2B
Privacy Notice
Describes SageFolio Advisors, LLC's practices regarding the collection, use, protection, and disclosure of client information.
View Privacy Notice Here
Verify Our Regulatory Information
Regulatory Information
Additional information regarding SageFolio Advisors, LLC and its Form ADV filings is available through the Investment Adviser Public Disclosure (IAPD) system.
View SageFolio on IADP
Insurance & Protection Planning
Insurance needs may be considered as part of the financial-planning process. Insurance products and services are offered separately through a licensed insurance agent and are not advisory services provided by SageFolio Advisors, LLC.
Separate insurance services may include the following areas, when appropriate to a client's circumstances and needs:
Life Insurance
Planning strategies designed to help protect the people who depend on your income.
Disability Income Protection
Strategies designed to help protect a portion of income if illness or injury prevents you from working.
Long-Term Care Planning
Planning considerations related to future care needs and asset preservation.
Fixed & Indexed Annuities
Fixed and indexed annuity strategies designed to address retirement-income objectives, where appropriate.
Additional planning considerations for unique risks, businesses, or asset structures.
Important Disclosures
The information provided on this website is for general informational and educational purposes and should not be construed as individualized investment, legal, tax, or accounting advice. Information presented on this website does not constitute an offer to buy or sell any security. Investing involves risk, including the possible loss of principal. No investment strategy can guarantee a profit or eliminate the risk of loss.
Professional Services
SageFolio Advisors, LLC does not provide legal, accounting, or tax-preparation services. Financial planning may include general tax-related considerations, but clients should consult appropriately qualified legal, tax, accounting, or other professionals regarding matters outside the scope of SageFolio's advisory services.
Insurance Compensation & Conflicts
When insurance products are recommended in a separate insurance capacity, the licensed insurance agent may receive commissions or other compensation from the sale of those products. This compensation creates a financial incentive to recommend insurance products. Clients are under no obligation to purchase insurance products through the insurance agent or to implement any insurance recommendation in order to receive investment advisory or financial planning services from SageFolio Advisors, LLC.
Availability of Advisory Services
Advisory services are offered only in jurisdictions where SageFolio Advisors, LLC and its investment adviser representatives are appropriately registered, notice-filed, exempt, or otherwise permitted to provide advisory services.
Get in Touch
Have questions about our disclosures, services, or registration status? We're here to help.
Contact Us
colton@sagefolioadvisors.com
OR
806-412-8797
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SageFolio Advisors, LLC provides investment advisory and financial planning services. Insurance products and services are offered separately through a licensed insurance agent and are not advisory services provided by SageFolio Advisors, LLC. Insurance products may generate commissions or other compensation to the licensed insurance agent, creating a financial incentive to recommend such products. Purchasing insurance is not required to receive financial planning or investment advisory services from SageFolio Advisors, LLC. Any insurance recommendations are made solely in a separate insurance capacity.
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