Andrew W. Holemon

SAGE FINANCIAL ADVISORS

Scottsdale, AZ 85260

Some features on this profile are disabled

CRD#: 6485875

Professional summary

Andrew Wellington Holemon, CFP® is a registered financial advisor currently at SAGE FINANCIAL ADVISORS INC. located in Scottsdale, Arizona.

Andrew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2015. Andrew has worked at 1 firm and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

HOLEMON PROPERTIES, LLC., PARTNER; RENTAL PROPERTY; ADDRESS OF PARTNERSHIP IS 5401 E. SHAW BUTTE DR SCOTTSDALE AZ 85254 FORMED 10/21/2011; 1 HOUR PER MONTH, 0 DURING TRADING HOURS. name and address of the other business: Andrew W. Holemon, CPA the nature of the other business, including whether it is investment-related: Tax Preparation and Tax Planning Not investment related the start date of your relationship with the other business: 2015 the approximate number of hours per month you devote to the other business: 50 hours all year (mostly during tax time)

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Andrew Wellington Holemon's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Experience

Current

July 27, 2015 - Present

SAGE FINANCIAL ADVISORS INC.

Office #1: 8980 E. Raintree Drive Suite 120, Scottsdale, AZ 85260

RIA

CRD#: 116933

Scottsdale, AZ

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

SAGE FINANCIAL ADVISORS INC.

CRD#: 116933 / SEC#: 801-60717

RIA

Registered Investment Advisory firm - (11/16/2001 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Arizona
(7/27/2015)

IAR

Texas
(10/23/2023)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 6/12/2015

Uniform Investment Adviser Law Examination

Current Firm

SAGE FINANCIAL ADVISORS INC.

CRD#: 116933 / SEC#: 801-60717

RIA

Registered Investment Advisory firm - (11/16/2001 Approved)

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

8980 E. Raintree Drive Suite 120, Scottsdale, AZ 85260

Mailing Address

Phone number

(480) 305-8060

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (4 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV PART 2A (3/19/2025)

Regulatory assets under management

Total Number of Accounts	332
AUM (Assets Under Management)	$ 219,383,159

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Similar Advisors

Joseph Di Vito

RBC CAPITAL MARKETS, LLC

IAR

Scottsdale, AZ

Luke Kacer

AMERIPRISE FINANCIAL SERVICES, LLC

IAR

Tucson, AZ

Timothy Hughes

AMERIPRISE FINANCIAL SERVICES, LLC

IAR

Scottsdale, AZ

Why Advisor Check

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Andrew W. Holemon

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Andrew Wellington Holemon's CRS (Customer Relationship Summary).

Certified licenses

Experience

SAGE FINANCIAL ADVISORS INC.

Primary Firm SEC Registration

SAGE FINANCIAL ADVISORS INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 6/12/2015

Current Firm

SAGE FINANCIAL ADVISORS INC.

Contact information

SEC notice filing (4 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

SAGE FINANCIAL ADVISORS INC.

TRUST BUT VERIFY

Similar Advisors