About SageSpring Wealth Partners
From our humble beginnings in 2002 to today, we continuously take a holistic approach to financial advice. We get to know what matters to you so we can tailor our counsel to help you reach your personal goals, and our experienced money-management strategies will help you build a life of wealth and long-lasting financial independence.
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General Information
Firm Start Year
CRD#
6918660
Firm CRD#
283515
Years of Experience in Financial Services
8
Number of Years with Current Firm
8
Work with the following types of clients
Businesses, Non-Profit Organizations, Individual Investors
Advisory Services Provided
401K Rollovers, Retirement Planning, Portfolio Management, Financial Planning, Estate Planning & Trusts, Investment Advice & Management, Financial Advice & Consulting, Money Management, Risk Management, Education Funding and Planning, Financial Planning for Individuals, Wealth Management
Compliance
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 7, Series 66
Firm Information
Advisor's Number of Clients
210
Advisor's Number of Managed Clients
210
Advisor's Number of Planning Clients
210
Total Assets Under Management by Advisor
$120,000,000
Compensation and Fees
Fee Structure
Fee-Only
Compensation Methods
Based on Assets
Disclosures
Additional Detailed Disclosures
https://www.financialplanners.net/disclosure/1893795/financialplanners-SageSpring-Wealth-Partners-detailed-disclosure.html