About SageSpring Wealth Partners
SageSpring Wealth Partners operates as a family. We build our relationships through trust. Over time, we come together to serve you in your pursuit of financial independence and a plan for the future.
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General Information
Firm Start Year
2002
automated call
Yes
CRD#
6153106
Firm CRD#
283515
Insurance License#
2297822
Years of Experience in Financial Services
12
Number of Years with Current Firm
12
Work with the following types of clients
Businesses, Individual Investors
Advisory Services Provided
Investment Advice & Management, Estate Planning & Trusts, Financial Planning, Portfolio Management, Retirement Planning, Wealth Management, Financial Planning for Individuals, Financial Planning for Businesses, Tax Advice and Services, 401K Rollovers
Compliance
Registered Investment Advisor
Yes
Investment Advisor Representative
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®, CPFA
Securities Licenses
Series 65
Insurance and Annuity Licenses
Disability, Annuity, Health, Life, Long Term Care
Firm Information
Firm's Number of Clients
12000
Firm's Number of Planning Clients
10500
Assets Managed by Firm
5.5B
Compensation and Fees
Fee Structure
Fee-Only
Minimum Portfolio Size for New Managed Accounts
$100,000
Compensation Methods
Based on Assets, Flat Fee
Disclosures
Additional Detailed Disclosures
https://www.financialplanners.net/disclosure/1890152/financialplanners-SageSpring-Wealth-Partners-detailed-disclosure.html