Sagespring Wealth Partners fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed May 22, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$500/hr

“The maximum hourly fee to be charged does not exceed $500.”

Flat or project fee

$1,500⁠-⁠$50,000

“Flat fees range from $1,500 to $50,000.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Sagespring Wealth Partners bills

Payment and refund terms, quoted from the fee section of the brochure.

• “Annualized fees are billed on a pro-rata basis quarterly in advance based on the value of the account(s) on the last day of the previous quarter.”
• “Our advisory fee is negotiable, depending on individual client circumstances and account type.”
• “These are general fee ranges and are negotiable.”

How Sagespring Wealth Partners’ fees compare

• Its hourly rate of $500 is above the Tennessee median of $275. 90% of the 111 other Tennessee planners that publish an hourly rate charge less.
• 10 of the 11 other planners in Franklin that publish an hourly rate charge less.
• Its flat or project fee of $1,500-$50,000 spans the Tennessee median of $3,000. 100% of the 89 other Tennessee planners that publish a flat or project fee charge less.
• 14 of the 14 other planners in Franklin that publish a flat or project fee charge less.

About Sagespring Wealth Partners

• Firm size: 195 employees.
• Registered as an adviser: 2016 (10 years).

Planning areas mentioned in the brochure

• Retirement planning

Firm details from Form ADV

How the firm is paid

Hourly fees, fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

1% a year

Clients

11,558

Employees

195

Works with

Individuals, high net worth individuals, pension and profit sharing plans, charities, insurance companies, and businesses

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, pension consulting, and selecting other advisers

Assets managed

$8,486,110,061

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

283515

Website

facebook.com/sagespringwealthpartners (opens in new tab)

Phone

(615) 861-6100

Can advise clients in 51 states: Alaska, Alabama, Arkansas, Arizona, California, Colorado, Connecticut, District of Columbia, Delaware, Florida, Georgia, Hawaii, Iowa, Idaho, Illinois, Indiana, Kansas, Kentucky, Louisiana, Massachusetts, Maryland, Maine, Michigan, Minnesota, Missouri, Mississippi, Montana, North Carolina, North Dakota, Nebraska, New Hampshire, New Jersey, New Mexico, Nevada, New York, Ohio, Oklahoma, Oregon, Pennsylvania, Rhode Island, South Carolina, South Dakota, Tennessee, Texas, Utah, Virginia, Vermont, Washington, Wisconsin, West Virginia, Wyoming

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

Compare all 30 planners in Franklin