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

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About Angela Wetzig, CFP®, MRFC®

Angela Wetzig CFP®, MRFC® is a Certified Financial Planner® and Master Registered Financial Consultant®. She is the founder of Sage Wealth Consulting, LLC, a fiduciary, fee-only registered investment advisory firm in Sarasota, Florida. With nearly a decade in wealth management, she has helped hundreds of clients reach their goals. Her articles have been featured in industry publications including NAPFA magazine and The Register IARFC journal. Additionally, she was nominated in 2020 for Women to Watch by Investment News. Angela Wetzig also serves on the board for Financial Planning Association of Suncoast.

Angela Wetzig and her husband, Chris Wetzig, live on Lido Key in Sarasota, FL. Her community involvement includes serving as Endowment Fund Committee Chair for the Junior League of Sarasota. She also serves on the board for FPA of the Suncoast. Angela and Chris are members of the Longboat Key Club, where they play trivia, tennis, and golf. Angela is member of Bayside Community Church, and also enjoys practicing yoga and walking on the beach. Originally from Central Ohio, she earned a B.A. in Business from Hollins University in Virginia. While at Hollins, she played NCAA Golf and rode for the Hollins IHSA Equestrian team.

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Ideal Clients

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

Ways Advisor Charges

  • Monthly Fee
  • Hourly
  • Assets Under Management

Fee Options:

  • Monthly Fee: $150+/mo
  • Hourly Fee: $250+/hr
  • Assets Under Management: 1.00%

SEC Records: