Sage Wealth Consulting, LLCFinancial advisor in Sarasota, FL

Also ranked: #13 of 53 wealth managers in Sarasota#28 of 77 investment advisors in Sarasota

Sage Wealth Consulting, LLC is a financial advisor at 6151 Lake Osprey Dr rm 300, Sarasota, FL 34240, ranked #37 of 164 financial advisors in Sarasota and rated 5.0 from 11 Google reviews.

Facts on this page come from public sources and the firm itself. They are not a recommendation and are not checked by any regulator. Check the firm’s registration and disciplinary history on Investor.gov or FINRA BrokerCheck (in Canada, the CSA National Registration Search) and read its Form CRS and Form ADV Part 2 brochure before you hire it.

Sarasota, FLUpdated November 9, 20260 paid placements in any rankingHow we rank

Call (941) 500-3660 Website ↗

Key facts

Key facts about Sage Wealth Consulting, LLC
Address	6151 Lake Osprey Dr rm 300, Sarasota, FL 34240Get directions
Phone	(941) 500-3660
Website	sagewealthconsulting.com
Google rating	5.0 from 11 Google reviews

Specialties

Each specialty shows the evidence we matched it on.

Financial Advisorsmain specialtyGoogle main category
Financial PlannersGoogle main category
Wealth Managementbusiness name
Investment Advisorsadditional Google category

Service area

Based in Sarasota, FLView on map

Questions about Sage Wealth Consulting, LLC

How is Sage Wealth Consulting, LLC ranked in Sarasota?

Sage Wealth Consulting, LLC is ranked #37 of 164 financial advisors in Sarasota by RFA Score, with 68 out of 100 as of November 2026. The score weighs reputation, registration, review volume, recency, specialty focus, proximity, claimed profile and partnered. No business can pay to change its rank.

What areas does Sage Wealth Consulting, LLC serve?

Serves Sarasota and 11 towns within 25 miles: Fruitville, Sarasota Springs, Bayshore Gardens, South Bradenton, Gulf Gate Estates, Bradenton, Palmetto, Venice, South Venice, Ruskin and Sun City Center. The list is based on the business's location and the usual service radius for financial advice. Confirm your address is covered when you call.

What do Google reviews say about Sage Wealth Consulting, LLC?

Sage Wealth Consulting, LLC has a rating of 5.0 from 11 Google reviews. The RFA Score adjusts the star rating for review count, so a high rating from a few reviews counts for less than the same rating from many.

How do I contact Sage Wealth Consulting, LLC?

Call Sage Wealth Consulting, LLC on (941) 500-3660. The business is at 6151 Lake Osprey Dr rm 300, Sarasota, FL 34240. Its website is linked in the key facts on this page. Ask for the firm’s Form CRS and Form ADV Part 2 brochure before you sign anything.

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Compare nearby financial advisors

Sage Wealth Consulting, LLC compared with nearby businesses
Business	Rank	RFA Score	Google rating	Saturday	Sunday	Distance away
Sage Wealth Consulting, LLC (this business)	—	68	5.0 (11)	—	—
Base Wealth Management: Financial Advisors	#35	68	4.8 (25)	No	No	1.4 mi
Clark Financial Partners	#36	68	5.0 (19)	No	No	5.3 mi
Trustco Bank	#38	68	4.2 (18)	Yes	No	7.3 mi

See all 164 ranked financial advisors in Sarasota