TrueAdvisor
TrueAdvisor
CK
CK
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Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningFinancial Planning & CoachingInsurance PlanningCharitable GivingBusiness Owners
Sagespring Wealth Partners
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
110 advisors
Number of Clients
10,811 clients
Average Client Portfolio
$600K average
Assets Under Management
$6.5B

Fee Structure

Location

801 Crescent Centre Drive, Suite 600, Franklin, TN, 37067

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Sagespring Wealth Partners
May 2025 - Present · 9 mos
State Registrations2 states
TNTX
Advisor
Exams
No exam information available for this advisor.