Sagespring Wealth Partners
Franklin, TN·SEC-registered · CRD #283515
Sagespring Wealth Partners is an SEC-registered investment advisory firm in Franklin, TN managing $8.5B across 41k client accounts, with 100 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$8.5B
Client accounts
41k
Advisory staff
100
Fee model
Fee-based
How Sagespring Wealth Partners is paid
Compensation arrangements disclosed on Form ADV. A fee-based firm may earn both client fees and product commissions; ask which applies to you.
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Common questions about Sagespring Wealth Partners
How much does Sagespring Wealth Partners manage?
Per its most recent SEC Form ADV filing (05/22/2026), Sagespring Wealth Partners reports $8.5B in regulatory assets under management across roughly 41k client accounts.
How does Sagespring Wealth Partners charge?
Sagespring Wealth Partners is a fee-based firm. Its disclosed compensation arrangements are: % of assets, Hourly, Commissions. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is Sagespring Wealth Partners a fiduciary?
Yes. Sagespring Wealth Partners is registered with the U.S. Securities and Exchange Commission (CRD #283515), and SEC-registered investment advisers owe a fiduciary duty to act in their clients' best interest. You can verify its registration and any disclosures on the SEC's public record.
Is Sagespring Wealth Partners taking new clients like me?
Availability and account minimums vary and aren't in the public filing. The fastest way to find out is the free 2-minute match — it checks Sagespring Wealth Partners and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
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Profile compiled from Sagespring Wealth Partners's public SEC Form ADV filing (CRD #283515, filed 05/22/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Sagespring Wealth Partners. Listing does not imply any relationship. Figures are as reported to the SEC and may have changed; verify current details at adviserinfo.sec.gov. Are you with Sagespring Wealth Partners? Claim this profile.