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VERIFIEDManny Gonzalez
SageSpring Wealth Partners
227 N Loop 1604 E
Suite 160
San Antonio, TX 78232
210-907-7024
We invest in you
About SageSpring Wealth Partners
As a comprehensive planning-based financial advisory firm, we take a holistic approach to financial advice and tailor our counsel to help you meet your personal goals and assist in building a life of wealth and long-lasting financial independence. Distinctly principled, we are committed and accountable to your values. We educate you along the way to building a life of wealth, so you can focus on what is important - personally, spiritually, and professionally.
See Disclosures
General Information
Firm Start Year
2002
automated call
Yes
CRD#
6031750
Firm CRD#
6694
Name of Broker/Dealer
Sagespring Wealth Partners
Name of Custodial Firm
Sagespring Wealth Partners
Years of Experience in Financial Services
14
Number of Years with Current Firm
14
Work with the following types of clients
Businesses, Non-Profit Organizations, Individual Investors
Advisory Services Provided
Insurance Products & Annuities, Estate Planning & Trusts, Investment Advice & Management, Financial Advice & Consulting, Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Risk Management, Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Businesses, Money Management
Services
Investment Types
Commodities, Exchange Traded Funds (ETFs), Annuities, Stocks, Alternative Investments, Mutual Funds, Bonds, Socially Responsible Investments (SRI)
Can meet clients in the following ways
Your Office, Email, Phone, Our Office, Our Offices, Video Conference
Compliance
Registered Investment Advisor
Yes
Acknowledged fiduciary
Yes
Compliance Disclosures in Last 5 years
I have a clean record
Criminal Disclosures in Last 5 years
I have a clean record
Qualifications & Membership
Certifications, Accreditations & Designations
CFP®
Securities Licenses
Series 66, Series 7
Firm Information
Firm's Number of Clients
12000
Firm's Number of Planning Clients
10500
Assets Managed by Firm
$8B
Compensation and Fees
Fee Structure
Fee-Only
Minimum Portfolio Size for New Managed Accounts
$100,000
Education
Batchelor of Business Administration - Finance and Economics
Texas State University
8/2003 -05/2008
Disclosures
RetirementPlanning.net provides referrals to financial professionals. RetirementPlanning.net is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for RetirementPlanning.net to make these referrals, resulting in a conflict of interest.
Additional Detailed Disclosures
https://www.retirementplanning.net/disclosure/1890154/retirementplanning-SageSpring-Wealth-Partners-detailed-disclosure.html
Disclaimer
SageSpring Wealth Partners ( SageSpring ) is an SEC registered investment adviser located principally in Franklin, TN. Registration as an investment adviser does not imply a certain level of skill or training. The publication of SageSprings web site on the internet should not be construed by any consumer or prospective client as SageSprings solicitation or attempt to affect transactions insecurities, or the rendering of personalized investment advice over the internet. This communication contains certain statements that indicate future possibilities. These statements are aspirational and SageSpring does not guarantee any success in the services it provides. As such, there is no guarantee that any views and opinions expressed herein will come to pass. Investing involves risk of loss including loss of principal. Past investment performance is not a guarantee or predictor of future investment performance.