Sagespring Wealth Partners

Sagespring Wealth Partners (CRD# 283515) is a financial advisory firm headquartered in Franklin, TN. They manage $5,502,859,482 in 28,921 accounts and serve the financial needs of clients across 53 states (or territories).

Current Firm Details
801 Crescent Centre Drive, Suite 600, Franklin, TN 37067
https://www.sagespring.com
By the Numbers
  • Total Assets Under Management
    5,503
    MILLION
  • Total Number of Accounts
    28,921
    ACCOUNTS
  • Average Account Value
    $190,272
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

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

Financial Advisors at Sagespring Wealth Partners
Showing 31 - 40 of 91 top financial advisors.
31
John Nail, financial advisor Franklin TN
John D. Nail
CRD#: 4497190
801 Crescent Centre Drive, Suite 600, Franklin, TN 37067

John Nail (CRD# 4497190) is an Investment Advisor Representative working at Sagespring Wealth Partners in Franklin, TN and has over 22 years of experience in the finance industry.

32
Daniel Peterman, financial advisor Franklin TN
Daniel T. Peterman
CRD#: 6538748
801 Crescent Centre Drive, Suite 600, Franklin, TN 37067

Daniel Peterman (CRD# 6538748) is an Investment Advisor Representative working at Sagespring Wealth Partners in Franklin, TN and has over 8 years of experience in the finance industry.

33
Jason Plunkett, financial advisor Franklin TN
Jason T. Plunkett
CRD#: 4859990
801 Crescent Centre Dr, Suite 600, Franklin, TN 37067

Jason Plunkett (CRD# 4859990) is an Investment Advisor Representative working at Sagespring Wealth Partners in Franklin, TN and has over 19 years of experience in the finance industry.

34
Jason Poe, financial advisor Frisco TX
Jason W. Poe
CRD#: 4039935
2601 Network Blvd Suite 101, Frisco, TX 75034

Jason Poe (CRD# 4039935) is an Investment Advisor Representative working at Sagespring Wealth Partners in Frisco, TX and has over 24 years of experience in the finance industry.

35
Jacob Powell, financial advisor Franklin TN
Jacob C. Powell
CRD#: 6209768
801 Crescent Centre Drive, Suite 600, Franklin, TN 37067

Jacob Powell (CRD# 6209768) is an Investment Advisor Representative working at Sagespring Wealth Partners in Franklin, TN and has over 9 years of experience in the finance industry.

36
Jeffery Powell, financial advisor Homewood AL
Jeffery L. Powell
CRD#: 1222172
600 University Park Place Suite 350, Homewood, AL 35209

Jeffery Powell (CRD# 1222172) is an Investment Advisor Representative working at Sagespring Wealth Partners in Homewood, AL and has over 39 years of experience in the finance industry.

37
John Powers, financial advisor Franklin TN
John R. Powers
CRD#: 6998881
720 Cool Springs Blvd, Suite 100, Franklin, TN 37067

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.

38
Michael Purifoy, financial advisor Franklin TN
Michael J. Purifoy
CRD#: 5067359
801 Crescent Centre Drive, Suite 600, Franklin, TN 37067

Michael Purifoy (CRD# 5067359) is an Investment Advisor Representative working at Sagespring Wealth Partners in Franklin, TN and has over 18 years of experience in the finance industry.

39
James Ridley, financial advisor Franklin TN
James D. Ridley
CRD#: 6918660
801 Crescent Centre Drive, Suite 600, Franklin, TN 37067

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.

40
Jesse Scroggins, financial advisor Birmingham AL
Jesse A. Scroggins
CRD#: 5736796
600 University, Suite 350, Birmingham, AL 35209

Jesse Scroggins (CRD# 5736796) is an Investment Advisor Representative working at Sagespring Wealth Partners in Birmingham, AL and has over 14 years of experience in the finance industry.

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Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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