Andrew Wellington Holemon

Employer firm

Sage Financial Advisors Inc. CRD 116933

$270M regulatory AUM 205 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Educational seminars
• TAX PREPARATION, PLANNING, AND COMPLIANCE

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/2014 → Present
  Sage Financial Advisors Inc.
  Scottsdale, AZ

Other Businesses

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)

Exams

• S65 Uniform Investment Adviser Law Examination
  2015-06-12

Designations

• Certified Financial Planner
• Personal Financial Specialist