Andrew Wellington Holemon
Investment adviser representative at Sage Financial Advisors Inc.
12 yearsExperience
2 statesRegistered in
CFP® certification, PFSDesignations
$270.3MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
12 years in the industry.
- Sage Financial Advisors Inc.Sep 2014 to now
Designations
- CFP® certification
- PFS
Exams passed
- Series 65 · Uniform Investment Adviser Law2015
State registrations
Registered as an investment adviser representative in 2 states (AZ, TX).
Sage Financial Advisors Inc.
$270.3MAssets managed
115Clients
5Advisers
24 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6485875
- Firm CRD
- 116933