# SAGE FINANCIAL ADVISORS INC.

SAGE FINANCIAL ADVISORS INC. of SCOTTSDALE, AZ is an SEC-registered investment adviser.

## Registration

- CRD: 116933
- Type: SEC-registered investment adviser
- SEC file number: 801-60717
- Location: 8980 E. RAINTREE DRIVE, SUITE 120, SCOTTSDALE, AZ, 85260
- Phone: 480-305-8060
- Latest filing: 2026-03-24
- Regulatory AUM: $270.3M
- Discretionary AUM: $270.3M
- Clients: 7
- Accounts: 348

## Business model

- Compensation: % of AUM, Hourly, Fixed, Other
- Clients served: Individuals, High net worth, Pensions, Other

## Officers, owners & control persons (9)

| Name | Role | Location |
| --- | --- | --- |
| Kelly Alan Christensen | PRESIDENT, DIRECTOR, CHIEF COMPLIANCE OFFICER; TRUSTEE & BENEFICIARY | — |
| Julia L Christensen | TRUSTEE & BENEFICIARY | — |
| CHRISTENSEN GLADE L | TRUSTEE & BENEFICIARY | — |
| CHRISTENSEN KELLY ALAN | PRESIDENT, DIRECTOR; PRESIDENT, DIRECTOR, CHIEF COMPLIANCE OFFICER; TRUSTEE & BENEFICIARY | — |
| RAUCH DAVID | VICE PRESIDENT, DIRECTOR | — |
| EVERROAD MATTHEW OLDHAM | SECRETARY, DIRECTOR | — |
| HERMANSON JON DAVID | TREASURER, DIRECTOR | — |
| CHRISTENSEN KELLY | PRESIDENT, DIRECTOR | — |
| Julia L. Christensen | TRUSTEE & BENEFICIARY | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/116933/brochure
- Similar advisers: https://search.stillhousedata.com/firm/116933/similar
- Related entities: https://search.stillhousedata.com/firm/116933/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/116933

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.