Angela Wentz

CFP®, MRFC®

Sage Wealth Consulting, LLC

President

Angela Wentz

CFP®, MRFC®

Sage Wealth Consulting, LLC

President

As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Angela Wentz, CFP®, MRFC®

Fee-Only financial planner located in Sarasota, FL, serving clients locally and across the country

Angela Wentz is Fee-Only financial planner located in Sarasota, FL serving clients locally and across the country.   Sage Wealth Consulting provides financial planning and investment management to help clients organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Angela Wentz is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.

Angela Wentz is a fee-only financial advisor at Sage Wealth Consulting, LLC, located in Sarasota, FL.


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. I enjoy the arts and am a member of the Culture Collective through the Arts and Cultural Alliance of Sarasota County.  I was co-captain of the golf team and rode for the equestrian team at Hollins University. I am from central Ohio and a fan of The Ohio State Buckeyes, especially football. I 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

  • 6+ years experience in Wealth Management industry 
  • 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
  • CFP Certified Financial Planner Board of Standards Member
  • NAPFA The National Association of Personal Financial Planners Member

Community Involvement

  • Bayside Community Church Member
  • Junior League of Sarasota Member
  • 2018 Fund Development Committee of Junior League of Sarasota

Angela Wentz is a Member of the National Association of Personal Financial Advisors

The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.

NAPFA members live by three important values:

  • To be the beacon for independent, objective financial advice for individuals and families.
  • To be the champion of financial services delivered in the public interest.
  • To be the standard bearer for the emerging profession of financial planning

Our Approach

We are motivated by a genuine desire to help our clients. We offer thoughtful consulting coupled with modern, cloud-based technology to deliver timely, meaningful advice and long lasting relationships.  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. Instead of receiving a commission each time we make trades, there is a quarterly fee for Investment Advisory Services. In addition, Financial Planning Services are available for a fixed upfront and monthly fee. Please see our ADV for complete pricing information.

Fiducary 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.
Although there have been recent attempts to require all advisors to work in their client’s best interest, unfortunately these laws have not been put into place. If you have worked with an advisor in the past, it’s likely you’ll notice a difference in our approach.

Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.

Specialties

  • Comprehensive Financial Planning
  • Retirement Income Planning
  • Investment Management
  • College Education Planning
  • Tax Planning

Ideal Clients

  • Retirees and Near Retirees
  • Widows & Surviving Spouses
  • Self- Employed & Small Business Owners
  • Professionals & Executives

Working Together

  • Complimentary Initial Consultation
  • Clearly Defined Fees
  • In-Office Meetings
  • Virtual Meetings
  • Robust Technology & Online Access

Professional Designations & Affiliations

  • National Association of Personal Financial Advisors (NAPFA)
    Angela Wentz is a NAPFA-Registered Financial Advisor

    The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.

  • XY Planning Network
    Angela Wentz is a Member of the XY Planning Network

    The XY Planning Network is the leading organization of fee-only financial advisors who are focused on working with Generation X and Generation Y clients. Our mission is to connect consumers with best-in-class financial advisors who specialize in working with clients just like you.

  • Certified Financial Planner (CFP)
    Angela Wentz is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for Verification

    CFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.

  • Financial Planning Association
    Angela Wentz is a member of The Financial Planning Association® (FPA®)

    FPA® is the largest membership organization for CFP® professionals in the U.S. and supports high standards of professional competence, ethical conduct, and clear, complete disclosure when serving clients.

Contact Angela Wentz

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Office Locations:

  • 6151 Lake Osprey Drive
    Suite 300
    Sarasota, FL 34240

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