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 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.
Registration as an investment adviser does not imply a certain level of skill or training.
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 — Describes services offered, fee structures, conflicts of interest, and required regulatory disclosures.
Form ADV Part 2B
Brochure Supplement — Provides information on advisory personnel, qualifications, business background, and additional disclosures.
Client Agreement
Investment Advisory & Financial Planning Agreement — Outlines scope of services, fee arrangements, billing practices, and client responsibilities.
Insurance Services
Insurance products and services are offered through a separate business activity and are not provided through SageFolio Advisors, LLC. These offerings operate under their own applicable licensing requirements.
Life Insurance
Protection solutions to safeguard your family's financial future.
Disability Insurance
Income protection if illness or injury prevents you from working.
Long-Term Care Planning
Planning support for extended care needs as you age.
Annuities & More
Additional protection solutions offered where appropriately licensed.
Important Disclosures
This website is for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any securities or investment advisory services.
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
Email Us
Compliance First
All services delivered in accordance with applicable federal and state regulations.
For document access or questions regarding regulatory status, please reach out directly. We are committed to transparency in every client interaction.
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