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
CRD#
6153106
Firm CRD#
283515
Years of Experience in Financial Services
7
Number of Years with Current Firm
4
Compliance
Registered Investment Advisor
Yes
Compliance Disclosures in Last 5 years
Have a clean record
Criminal Disclosures in Last 5 years
Have a clean record
Qualifications & Membership
Certifications, Accreditations & Designations
CFP®, CPFA
Securities Licenses
Series 7, Series 66
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-Based
Minimum Portfolio Size for New Managed Accounts
$100,000
Disclosures
Additional Detailed Disclosures
https://www.financialplanners.net/disclosure/1890152/financialplanners-SageSpring-Wealth-Partners-detailed-disclosure.html