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SAGESPRING WEALTH PARTNERS

801 Crescent Centre Drive
Suite 600
Franklin, Tennessee 37067
Tel: 615-861-6100

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About SAGESPRING WEALTH PARTNERS

SAGESPRING WEALTH PARTNERS, formally registered with the SEC as SAGESPRING WEALTH PARTNERS. The firm was established in 07/06/2016. They have over 14 offices throughout the country.

SAGESPRING WEALTH PARTNERS is a Franklin, Tennessee based Financial Planning firm with nearly $4,277,447,071 assets under management, offering retirement planning & investment advisory services to 27053 clients. The firm is staffed with 170 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#283515
SEC# 801-107971
Assets Managed by Firm $4,277,447,071
No. of Clients 27053
No. of Advisors 170

Fee Structure

  • A Percentage of AUM
  • Hourly charges
  • Fixed Fees

Advisory Services Provided

  • Financial Planning
  • Portfolio Management for Individuals

Firm Client Information

No. of ClientsAUM
Firm Total27053$4,277,447,071
Individuals (other than high net worth individuals)9864$2,480,919,301
High net worth individuals894$1,796,527,770
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