Sagepoint Capital Partners LLC fees and pricing
Financial planner in Franklin, Tennessee. Registered with the SEC.
According to its Form ADV Part 2A brochure dated July 24, 2026, Sagepoint Capital Partners LLC charges $300 an hour and a flat or project fee of $2,500-$20,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed July 24, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $300/hr
“The maximum fee for arrangements charged at an hourly rate is $300 per hour.”
- Flat or project fee
- $2,500-$20,000
“Our fixed-fee financial planning is negotiable but will generally range from $2,500 to $20,000, depending on the nature and complexity of the client’s circumstances.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Sagepoint Capital Partners LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “The fees outlined are negotiable, subject to the Firm’s discretion, based on the specific criteria referenced.”
- “Investment Consulting arrangements typically involve general consultations billed at an hourly rate of up to $300 per hour, in 15-minute intervals thereafter.”
- “Services are typically billed at the same rate and manner, but higher fees may be assessed depending on the complexity of the plan itself.”
How Sagepoint Capital Partners LLC’s fees compare
- Its hourly rate of $300 is above the Tennessee median of $275. 55% of the 111 other Tennessee planners that publish an hourly rate charge less.
- 4 of the 11 other planners in Franklin that publish an hourly rate charge less.
- Its flat or project fee of $2,500-$20,000 spans the Tennessee median of $3,000. 92% of the 89 other Tennessee planners that publish a flat or project fee charge less.
- 12 of the 14 other planners in Franklin that publish a flat or project fee charge less.
About Sagepoint Capital Partners LLC
“Under his direction, SCP strives to serve its advisory clients through innovative investing and wealth management combined with a passion and dedication to serving the best interests of our Firm’s investors.”
- Firm size: 7 employees.
- Registered as an adviser: 2026.
Planning areas mentioned in the brochure
- Retirement planning
- Tax planning
- College planning
- Cash flow and budgeting
Firm details from Form ADV
- How the firm is paid
- Hourly fees, fixed or flat fees, percentage of assets under management, performance based fees
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 1.5% a year
- Employees
- 7
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Assets managed
- $888,349,379
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 339742
- Phone
- (615) 413-4340
Can advise clients in 4 states: Colorado, Florida, Tennessee, Texas
Other planners in Franklin that publish fees
- Abound Wealth Management, LLCFranklin$5,200, $4,200/yr
- Arrow AllianceFranklin$2,500, $500-$25,000/mo
- Beacon Capital Management, LLCFranklin$250-$500/hr, $1,200-$10,000
- Cap Partners, LLCFranklin$100-$500/hr, $500-$5,000
- Efinancial Alliance, LLCFranklin$295/hr, $5,000-$10,000
- Goto Financial Advisory LLCFranklin$200/hr, $975
Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.