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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 11 offices throughout the country.

SAGESPRING WEALTH PARTNERS is a Franklin, Tennessee based Financial Planning firm with nearly $5,502,859,482 assets under management, offering retirement planning & investment advisory services to 28921 clients. The firm is staffed with 173 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#283515
SEC#801-107971
Assets Managed by Firm$5,502,859,482
No. of Clients28921
No. of Advisors173

Fee Structure

  • A percentage of AUM
  • Hourly charges
  • Fixed fees

Advisory Services Provided

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pesnsion consulting services

Firm Client Information

No. of ClientsAUM
Firm Total28921$5,502,859,482
Individuals (other than high net worth individuals)9920$2,839,157,799
High net worth individuals1193$2,663,701,683

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