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 81 - 90 of 91 top financial advisors.
81
Robert Russell, financial advisor Birmingham AL
Robert C. Russell
CRD#: 7560370
600 University Park Place, Suite 350, Birmingham, AL 35209

Robert Russell (CRD# 7560370) is an Investment Advisor Representative working at Sagespring Wealth Partners in Birmingham, AL and has 1 year of experience in the finance industry.

82
Dustin Schletzer, financial advisor Franklin TN
Dustin R. Schletzer
CRD#: 7113839
801 Crescent Centre Drive, Suite 600, Franklin, TN 37067

Dustin Schletzer (CRD# 7113839) is an Investment Advisor Representative working at Sagespring Wealth Partners in Franklin, TN and has over 4 years of experience in the finance industry.

83
Michael Shahan, financial advisor Franklin TN
Michael D. Shahan
CRD#: 6887249
801 Crescent Centre Drive, Suite 600, Franklin, TN 37067

Michael Shahan (CRD# 6887249) is an Investment Advisor Representative working at Sagespring Wealth Partners in Franklin, TN and has over 4 years of experience in the finance industry.

84
Garrett Smith, financial advisor Franklin TN
Garrett Smith
CRD#: 7527233
801 Crescent Centre Drive, Suite 600, Franklin, TN 37067

Garrett Smith (CRD# 7527233) is an Investment Advisor Representative working at Sagespring Wealth Partners in Franklin, TN and has 1 year of experience in the finance industry.

85
Laurie Snively, financial advisor Franklin TN
Laurie L. Snively
CRD#: 5355758
801 Crescent Centre Drive, Suite 600, Franklin, TN 37067

Laurie Snively (CRD# 5355758) is an Investment Advisor Representative working at Sagespring Wealth Partners in Franklin, TN and has over 16 years of experience in the finance industry.

86
Devonte Thomas, financial advisor Franklin TN
Devonte L. Thomas
CRD#: 6750784
801 Crescent Centre Drive, Suite 600, Franklin, TN 37067

Devonte Thomas (CRD# 6750784) is an Investment Advisor Representative working at Sagespring Wealth Partners in Franklin, TN and has 1 year of experience in the finance industry.

87
Daniel Trentham, financial advisor Franklin TN
Daniel C. Trentham
CRD#: 7838937
801 Crescent Centre Drive, Suite 600, Franklin, TN 37067

Daniel Trentham (CRD# 7838937) is an Investment Advisor Representative working at Sagespring Wealth Partners in Franklin, TN and has 1 year of experience in the finance industry.

88
Kevin Underwood, financial advisor Brentwood TN
Kevin Underwood
CRD#: 7581938
12 Cadillac Dr., Suite 100, Brentwood, TN 37027

Kevin Underwood (CRD# 7581938) is an Investment Advisor Representative working at Sagespring Wealth Partners in Brentwood, TN and has 1 year of experience in the finance industry.

89
Jeff Whaling, financial advisor Frisco TX
Jeff W. Whaling
CRD#: 7159594
2601 Network Blvd, Suite 101, Frisco, TX 75034

Jeff Whaling (CRD# 7159594) is an Investment Advisor Representative working at Sagespring Wealth Partners in Frisco, TX and has over 4 years of experience in the finance industry.

90
Bruce Wilcox, financial advisor Franklin TN
Bruce J. Wilcox
CRD#: 7129583
801 Crescent Centre Drive, Suite 600, Franklin, TN 37067

Bruce Wilcox (CRD# 7129583) is an Investment Advisor Representative working at Sagespring Wealth Partners in Franklin, TN and has over 4 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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