Sage Wealth Planning LLC

Item 5: Fees and Compensation
    A.​ Adviser is generally compensated for its advisory services primarily by fees charged based on a
        client’s assets under management with Adviser. Fees are negotiable, and each client’s specific
        fee schedule is included as part of the investment advisory agreement signed by Adviser and the
        client.​
        ​
        Adviser’s standard fee schedule is included below, subject to negotiation with a client:​

             Client Assets Under Management                                 Annual Fee Percentage
                                                                               (paid quarterly)
                    From $0 to $1,000,000                                           0.90%
                From $1,000,001 to $2,000,000                                       0.75%
                From $2,000,001 to $5,000,000                                       0.50%
                 From $5,000,001 and above                                          0.10%
​
        Adviser’s minimum annual fee is generally $3,000 for accumulators and $5,000 for retirees and
        business owners, subject to Adviser’s discretion, and charged in quarterly increments.​
        ​
        Certain legacy clients are charged pursuant to a different asset-based fee schedule, or pursuant
        to a flat annual fee charged monthly or quarterly as set forth in the terms of such clients’ advisory
        agreements with Adviser. Pension consulting services are generally charged pursuant to an
        asset-based fee schedule that ranges up to 0.40% per annum of plan assets designated to be
        under Adviser’s management or advisement.

        The fee schedule above is a “tiered” or “blended” fee schedule, which means that different annual
        fee percentages will apply to different ranges of client assets under Adviser’s management. Fees
        are generally deducted in advance on a quarterly basis from clients’ assets and based upon the
        market value of such assets managed by Adviser as of the last day of the prior calendar quarter.
        Cash is included in the assets upon which fees are assessed. Fees for assets invested directly
        with American Funds through Capital Client Group, Inc. are calculated based on the average
        daily balance of client assets designed to be under Adviser’s management.

    B.​ Standalone financial planning services (pursuant to which Adviser does not also render
        investment management services) are provided for a flat quarterly fee, payable in advance.
        Financial planning fees typically range from $5,000 to $40,000 per year depending on the nature
        and complexity of a client’s financial situation and the specific financial planning services to be
        provided by Adviser. The financial planning fee will be agreed-upon by a client and memorialized
        in the client agreement. ​

    C.​ In addition to the fees charged by Adviser, clients will incur brokerage and other transaction costs.
        Please refer to Item 12: Brokerage Practices, for further information on such brokerage and other
        transaction-related practices. Clients will also typically incur additional fees and expenses
        imposed by independent and unaffiliated third-parties, which can include qualified custodian fees,
        mutual fund or exchange traded fund fees and expenses, mark-ups and mark-downs, spreads
        paid to market makers, wire transfer fees, check-writing fees, early-redemption charges, certain
        deferred sales charges on previously-purchased mutual funds, margin fees, charges or interest,
        IRA and qualified retirement plan fees, and other fees and taxes on brokerage accounts and
        securities transactions. These additional charges are separate and apart from the fees charged
        by Adviser.

    D.​ If Adviser or client terminates the advisory agreement before the end of a quarterly billing period,
        the pro rata fees earned through the effective date of the termination will be billed to the client. To
        the extent any fees are charged in advance, such fees will be prorated through the effective date
        of termination and refunded to the client.

                                         Date of Brochure: March 02, 2026

E.​ Neither Adviser nor any of its supervised persons accepts compensation for the sale of securities
    or other investment products.

                                   Date of Brochure: March 02, 2026

Item 7: Types of Clients
Adviser generally provides its services to individuals, high-net-worth individuals, and pension and profit
sharing plans. Adviser does not require a minimum account value to open or maintain an account.

                                        Date of Brochure: March 02, 2026