Angela Wetzig, CFP®, MRFC® Sage Wealth Consulting, LLC
- 6151 Lake Osprey Dr STE 300, Sarasota, FL 34240
- (941) 500-3660
- http://sagewealthconsulting.com/
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.
Disclosure
The annual XYPN membership fee paid by this firm is in consideration of a variety of services and benefits provided by XYPN to its advisor members - including the ability to be listed in this Directory. For a complete description of current XYPN member benefits, please refer to the Membership Benefits section of this website. For current membership pricing, please refer to the Pricing section.
XYPN, due to the compensation it receives from advisors in the form of the annual membership fee, has an incentive to list only these such advisors in the Directory. This creates a material conflict of interest.
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:
Disclosure
The annual XYPN membership fee paid by this firm is in consideration of a variety of services and benefits provided by XYPN to its advisor members - including the ability to be listed in this Directory. For a complete description of current XYPN member benefits, please refer to the Membership Benefits section of this website. For current membership pricing, please refer to the Pricing section.
XYPN, due to the compensation it receives from advisors in the form of the annual membership fee, has an incentive to list only these such advisors in the Directory. This creates a material conflict of interest.
