Sagespring Wealth Partners

SageSpring Wealth Partners, a registered investment adviser based in Franklin, Tennessee, has been providing investment advisory services since 2016. The firm offers personalized investment management services based on a percentage of assets under management or fixed fees, with negotiation options available. As of December 31, 2024, the firm had over $6 billion in total discretionary assets under management. Services include investment management, financial planning, and retirement plan consulting. Investment strategies involve fundamental and technical analysis, long-term and short-term purchases, options writing, and mutual funds/ETFs. The firm has a fiduciary duty to act in the best interests of clients and does not accept performance-based fees. Clients have the option to choose their own broker-dealer, but the firm recommends Fidelity for custody services. SageSpring does not have custody of client assets but may have discretion over investment decisions. The firm does not vote on client securities and has no financial conditions that could impair its ability to meet commitments. SageSpring does not charge more than $1,200 in advance or have any bankruptcy history.