Patrick Wehrly
Patrick Wehrly is a registered investment advisor at Sageguard Financial Group, LLC, based in Spring, TX, with 14 years of industry experience. Patrick operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Insurance Planning, Investment Management, and 1 more. Their firm serves 2,469 clients with $760M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.80% |
| $250K - $750K | 1.60% |
| $750K - $1.0M | 1.40% |
| $1M+ | 1.20% |
Fees are negotiable depending on client needs and complexity. There is also a $35 annual technology and administrative fee.
Fee Estimator
Location
3325 Spring Cypress RD, Ste 100, Spring, TX, 77388
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Patrick is involved in several business activities, including income tax preparation, owning a self-storage business and a charter yacht business, real estate rentals, and selling physical silver. He also owns The Wehrly Group, through which he markets and sells fixed annuities and life insurance, dedicating nearly full-time hours to this endeavor.
Employment History
Current Registrations
Sageguard Financial Group, LLC
Previous Registrations
Alphastar Capital Management, LLC
Sageguard Financial Group, LLC
Redhawk Wealth Advisors, INC.
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.