Angela Wetzig
CFP®, MRFC®
Sage Wealth Consulting, LLC
President
Angela Wetzig
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 Wetzig, CFP®, MRFC®
Fee-Only financial planner located in Sarasota, FL, serving clients locally and across the country
Angela Wetzig is a 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 Wetzig is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
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.
Personal & Community Involvement
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.
Professional Accreditations & Education
- 9+ 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
- Mentor for Win-to-Win CFP Mentor Program
- Financial Planning Association (FPA) Member
- International Association of Registered Financial Consultants (IARFC) Member
- CFP Certified Financial Planner Board of Standards Member
- NAPFA Registered Financial Advisor
- Fee-Only Network
- XY Planning Network
Community Involvement
- Bayside Community Church Member
- FPA Suncoast Board Member
- Junior League of Sarasota Member
- ’20-21 Endowment Fund Chair
- ’19 Membership Outreach JLS
- ’18 Fund Development Committee of JLS
Angela Wetzig 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
- 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
- Robust Technology & Online Access
- Virtual & In-person Meetings
Professional Designations & Affiliations
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Angela Wetzig is a NAPFA-Registered Financial AdvisorThe 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.
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Angela Wetzig is a Member of the XY Planning NetworkThe 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.
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Angela Wetzig is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for VerificationCFP® 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.
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Angela Wetzig 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.
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Angela Wetzig is a Master Registered Financial Consultant (MRFC®)The International Association of Registered Financial Consultants bestows the Master Registered Financial Consultant (MRFC®) certification to those who have met rigorous requirements in the areas of experience, education, licensing, ethical conduct, and continuing education. Additionally, certificate holders have passed the MFRC exam and are committed to upholding fiduciary responsibilities and service to clients.
Contact Angela Wetzig
Office Locations:
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6151 Lake Osprey Drive
Suite 300
Sarasota, FL 34240 -
1990 Main Street
Suite 750
Sarasota, FL 34236
