Sage Hill
Sage Hill is a privately held, boutique wealth advisory firm based in Saratoga Springs, US, founded in 2009, providing investment portfolio design, risk management, estate planning and tax planning services to individual clients through a small team of named advisors.
- Company typePrivate
- Founded2009
- HeadquartersSaratoga Springs, United States
- Headcount1–10
- GTM typeB2C
- OfferingServices
What Sage Hill does
Sage Hill is a privately held, for-profit wealth advisory firm headquartered in Saratoga Springs, United States, founded in 2009. According to its firmographic description, the firm focuses on investment portfolio design, risk management, estate planning, and income tax planning and management, serving individual clients with integrated personal financial planning needs. The practice is operated by a small named leadership team comprising co-founders Frank Antalek (owner) and Philip Toffel (Founder & Business Owner Coach), together with Managing Director Kip Stillman.
The firm operates at a very small scale, with a disclosed headcount in the 1-10 employee range, indicating a boutique advisory model in which senior practitioners personally deliver services rather than a productized or platform-based offering. The company's website (sagehilladvisory.com) currently renders only a security verification / loading page and provides no further detail on product structure, pricing, technology stack, target client segments, or service tiers. No revenue, AUM, funding, partnership, or customer data is disclosed in the source material.
From a business model standpoint, Sage Hill generates revenue through fee-based personal financial advisory services spanning portfolio construction, risk, estate and tax planning. The model is fundamentally human-capital intensive: revenue scales with the number of advisors and the depth of client relationships rather than with software or distribution leverage. There is no evidence of a productized offering, recurring subscription, technology platform, third-party distribution channel, or geographic expansion beyond the Saratoga Springs base. Customer mix, pricing structure and revenue range are not disclosed.
Sage Hill firmographics
Firmographics- Name
- Sage Hill
- Website
- https://sagehilladvisory.com
- Company type
- Private
- Founded year
- 2009
- Headcount range
- 1–10 employees
- Short description
- Sage Hill is a privately held, boutique wealth advisory firm based in Saratoga Springs, US, founded in 2009, providing investment portfolio design, risk management, estate planning and tax planning services to individual clients through a small team of named advisors.
- Ownership category
- akta.pro rank
Sage Hill industry classification
Industry- Product category
- Wealth Management & Financial Advisory
- NAICS
- Portfolio Management and Investment Advice (523940), Trusts, Estates, and Agency Accounts (52592)
- SIC
- Investment Advice (6282)
- akta.pro primary industry
- Estate & Legacy Planning Advisory (FSAEAAAG)
- akta.pro secondary industry
- Financial Planning & Goals-Based Advice (Mass Affluent) (FSAAAAAF)
Keywords
Where Sage Hill is headquartered
LocationHeadquarters
- HQ city
- Saratoga Springs
- HQ country
- United States
- HQ region
- North America
Markets served
Sage Hill business model
Business model- GTM type
- B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales, Technology or R&D, Others
Sage Hill product offering
Product offeringCore offering
Sage Hill is a boutique financial advisory firm that provides investment portfolio design, risk management, estate planning, and income tax planning and management services. The firm delivers personalized wealth and tax strategies to individual clients, operating from Saratoga Springs, United States, with a small team of founders and directors.
Differentiator
Problem solved
Functional benefit
Products and services
- Investment Portfolio Design
- Risk Management Identification and management of financial risks across a client's wealth, investments, and life events.
- Estate Planning Planning for the transfer of client wealth, including wills, trusts, and related estate strategies.
- Income Tax Planning and Management Planning and ongoing management of clients' income tax positions, integrated with investment and estate strategies.
Companies that use Sage Hill
Customer profileIdeal customer profiles1 record
Sage Hill technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Sage Hill partnerships and signals
Strategic signalRecent moves3 records
Expansion highlights2 records
Sage Hill competitors and assessment
Company assessmentBroad incumbents
- Focus Financial Partners: Partnership network of boutique RIAs providing investment advisory and wealth planning; operates in the same multi-advisor wealth space and explicitly aggregates firms like Sage Hill.
- Edelman Financial Engines: Large RIA combining investment management with retirement, tax, and estate planning for mass-affluent and HNW households; directly comparable service mix.
- Hightower Advisors: Wealth advisory firm delivering investment, estate, tax, and family-office-style services to HNW clients; comparable multi-disciplinary approach with a partnership/boutique model that resembles Sage Hill's structure.
- Creative Planning: Large, multi-disciplinary RIA offering investment management, estate, tax, and retirement planning for high-net-worth individuals — directly comparable holistic advisory model, but at materially greater scale than Sage Hill.
- Mariner Wealth Advisors: National RIA providing investment, tax, estate, and risk management advice to affluent households and business owners; overlaps Sage Hill's full wealth advisory offering at much larger scale.
Direct peers
- Halbert Hargrove: Long-standing, boutique fee-only RIA in California providing investment, estate, and tax planning; a close analog to Sage Hill in terms of size, longevity, and holistic advisory focus.
- Carson Group: Coach-led RIA serving business owners and households with investment, retirement, tax, and estate planning; comparable holistic, advisor-coaching model and affluent client focus to Sage Hill.
- Buckingham Strategic Wealth: Boutique-to-mid-sized RIA providing fee-only investment, tax, and estate planning for households; most directly comparable in size, fee-only model, and service offering to Sage Hill.
- Beacon Pointe Advisors: Multi-disciplinary RIA offering investment, tax, estate, and risk management to HNW clients; comparable boutique-to-mid scale and full-service advisory model.
Emerging players
- Cerity Partners: Growing RIA delivering investment advisory, tax, estate, and family-office services to HNW clients and business owners; overlaps Sage Hill's multi-disciplinary model with a more expansive footprint.
Market position
Strengths4 records
Weaknesses5 records
Competitive moat3 records
Key risks5 records
Key highlights5 records
Customer concentration
Sage Hill social profiles
Digital presenceSage Hill financial estimates
Financial estimateRevenue estimate
Valuation estimate
Sage Hill leadership team
Management profileNumber of profiles
Profiles3 records
Sage Hill funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Sage Hill M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Sage Hill
What does Sage Hill do?
Sage Hill is a boutique financial advisory firm that provides investment portfolio design, risk management, estate planning, and income tax planning and management services. The firm delivers personalized wealth and tax strategies to individual clients, operating from Saratoga Springs, United States, with a small team of founders and directors.
When was Sage Hill founded?
Sage Hill was founded in 2009. It employs 1 to 10 people.
Where is Sage Hill based?
Sage Hill is headquartered in Saratoga Springs, United States, in the North America region.
Who are Sage Hill's main competitors?
Broad incumbents on record are Focus Financial Partners, Edelman Financial Engines, Hightower Advisors, Creative Planning and Mariner Wealth Advisors. Direct peers are Halbert Hargrove, Carson Group, Buckingham Strategic Wealth and Beacon Pointe Advisors. Cerity Partners is listed as an emerging player.
Does Sage Hill have an API?
No public API is recorded for Sage Hill.
What industry is Sage Hill in?
Sage Hill's product category is Wealth Management & Financial Advisory. Its primary akta.pro industry code is FSAEAAAG, Estate & Legacy Planning Advisory, with a secondary code of FSAAAAAF, Financial Planning & Goals-Based Advice (Mass Affluent). Its NAICS code is 523940 and its SIC code is 6282.