Angela Wentz, CFP®, MRFC Sage Wealth Consulting, LLC

Contact this advisor

About Angela Wentz, CFP®, MRFC

Independent Advice. Strategic Planning. Fiduciary Standard. We provide thoughtful consulting coupled with cloud-based technology to deliver meaningful advice and long lasting relationships. As president of Sage Wealth Consulting, LLC, my goal is to help my clients achieve their desired lifestyle while navigating changing financial circumstances and priorities. I am motivated by a genuine desire to help clients. As a fee-only advisor, we never earn commissions. We offer a monthly pay-as-you-go approach for wealth consulting for professionals and business owners looking for a strategic planning partner.

Our Commitment to Ethics & Professional Education
Angela Wentz is both a Master Registered Financial Consultant and a Certified Financial Planner. These additional designations are not required to practice financial planning, but represent a commitment to continuing education, ethics, and industry experience. In addition to the professional experience and testing required, the MRFC designation requires 40 hours of continuing education annually to stay on top of industry changes and the CFP requires 30 hours of continuing education every two years in addition to ethics requirements. Also, she is Ethics Approved by the IARFC. The Ethics Approved program verifies the high principles and standards of the IARFC Code of Ethics and asserts a sound record of business integrity with no suspension or revocation of any professional licenses.

Transparent, Fee-Only Pricing
Sage Wealth Consulting, LLC offers fee-only pricing and does not earn commissions.
We are independent and work in your best interest instead of being limited with proprietary products or sales quotas. We believe in providing a high level of personalized, individual attention to each of our clients.
Fiduciary Standard vs. Suitability Standard
At Sage Wealth Consulting, LLC, we uphold oaths to put your interests and needs first. It may come as a surprise that only some advisors are legally and ethically required to put your best interest before their own. Instead, most firms are held to a Suitability Standard which is the industry’s basic requirement. At Sage Wealth Consulting, LLC we made a deliberate decision to operate under a Fiduciary Standard.

Angela Wentz, CFP®, MRFC 
As president of Sage Wealth Consulting, LLC, my goal is to help my clients achieve their ideal lifestyle while navigating changing financial circumstances and priorities. Outside of the office, I enjoy boating, walking the beach, and practicing yoga. I am passionate about a healthy lifestyle and dabble in preparing vegan and vegetarian dishes. I am a member of Bayside Community Church, and volunteer through Junior League. At Hollins University, I was co-captain of the golf team and rode for the equestrian team. I am from central Ohio and a fan of The Ohio State Buckeyes, especially football. I’ve always enjoyed trivia and was a member of the In-The-Know trivia team in high school and enjoy playing trivia at the Longboat Key Club. If you see me at the beach or farmer’s market, please say hello!

Professional Accreditations & Education
CERTIFIED FINANCIAL PLANNER™
Master Registered Financial Consultant
FINRA Series 66
2-15 Life, Heath and Variable Insurance License
Acquired the FINRA Series 7, inactive
Hollins University, Virginia, B.A. in Business Communications & Technology
Industry Involvement
Financial Planning Association (FPA) Member
International Association of Registered Financial Consultants (IARFC) Member
Certified Financial Planner Board of Standards Member
Community Involvement
Bayside Community Church Member
Junior League of Sarasota Member
2018 Fund Development Committee of Junior League of Sarasota

Contact this advisor

Ideal Clients

  • Baby Boomers
  • Holistic Financial Planning
  • Self-Employed Individuals
  • Widow/Widower

Ways Advisor Charges

  • Monthly Fee
  • Assets Under Management

Fee Options:

  • Monthly: $119+/Month
  • AUM: 1%

SEC Records:

States Registered

  • Florida

Loading...