About SageSpring Wealth Partners
SageSpring Wealth Partners operates as a family. Through our broker-dealer, Raymond James, we have the support of a large company, while offering you the intimate service of a small firm. 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#
6694
Name of Broker/Dealer
Raymond James
Name of Custodial Firm
Raymond James
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 66, Series 7
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
Disclaimer
© 2019 SageSpring Wealth Partners. Securities offered through Raymond James Financial Services, Inc., member FINRA / SIPC. Privacy Notice: Investment advisory services offered through SageSpring Wealth Partners., an independent registered investment adviser. SageSpring Wealth Partners or dba teams are not registered broker dealers and are independent of Raymond James Financial Services. Representatives may not registered to offer securities and advisory services in all states.
Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.
Certified Financial Planner Board of Standards, Inc., owns the certification marks above, which it awards to individuals who successfully complete initial and ongoing certification requirements.