Sagespring Wealth Partners
Sagespring Wealth Partners (CRD# 283515) is a financial advisory firm headquartered in Franklin, TN. They manage $4,277,447,071 in 27,053 accounts and serve the financial needs of clients across 53 states (or territories).
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Total Assets Under Management4,277MILLION
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Total Number of Accounts27,053ACCOUNTS
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Average Account Value$158,114
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
John Powers (CRD# 6998881) is an Investment Advisor Representative working at Sagespring Wealth Partners in Franklin, TN and has 1 year of experience in the finance industry. John Powers has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Michael Purifoy (CRD# 5067359) is an Investment Advisor Representative working at Sagespring Wealth Partners in Franklin, TN and has over 17 years of experience in the finance industry. Michael Purifoy has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
James Ridley (CRD# 6918660) is an Investment Advisor Representative working at Sagespring Wealth Partners in Franklin, TN and has over 5 years of experience in the finance industry.
Jesse Scroggins (CRD# 5736796) is an Investment Advisor Representative working at Sagespring Wealth Partners in Birmingham, AL and has over 13 years of experience in the finance industry.
William Scroggins (CRD# 5478586) is an Investment Advisor Representative working at Sagespring Wealth Partners in Birmingham, AL and has over 15 years of experience in the finance industry. William Scroggins has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Eric Shapiro (CRD# 6546252) is an Investment Advisor Representative working at Sagespring Wealth Partners in Omaha, NE and has over 7 years of experience in the finance industry.
Andrew Shibley (CRD# 6394935) is an Investment Advisor Representative working at Sagespring Wealth Partners in Franklin, TN and has over 4 years of experience in the finance industry.
Bob Sircy (CRD# 5292321) is an Investment Advisor Representative working at Sagespring Wealth Partners in Franklin, TN and has over 16 years of experience in the finance industry.
Richard Smith (CRD# 5078792) is an Investment Advisor Representative working at Sagespring Wealth Partners in Franklin, TN and has over 17 years of experience in the finance industry.
Cody Stansell (CRD# 5818858) is an Investment Advisor Representative working at Sagespring Wealth Partners in Frisco, TX and has over 4 years of experience in the finance industry. Cody Stansell has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.