Advisor at SageSpring Wealth Partners
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
SageSpring Wealth Partners
Location
Franklin, TN 37067
Credentials
CFP®, Series 66
Industry experience
15 years
Brandon Haumschilt is a CFP® and Series 66-licensed financial advisor with 15 years of industry experience. He is currently with SageSpring Wealth Partners and has previously worked with Raymond James Financial Services and Southwestern Investment Group. Outside of advising, he is involved in producing and DJing music through his independent contractor business, HAUMS LLC. SageSpring Wealth Partners is an SEC-registered advisory firm managing approximately $6.5 billion in discretionary assets and supported by about 75 advisors. The firm serves a diverse client base including individuals, institutions, and less-common client types such as sovereign wealth funds and banking institutions, offering discretionary, goals-based portfolio management alongside integrated planning and consulting services.
Based on SageSpring Wealth Partners
Based on SageSpring Wealth Partners
Flat fees for financial planning and consulting range from $1,500 to $50,000; Retirement Plan Consulting flat fees range from $750 to $100,000; fee-based insurance advisory may include flat fees.
$0+: Up to 2.25% annually (maximum annual fee for investment management services, negotiable and may be flat or blended rate) $0+: Dynasty Platform Fees ranging from 0.02% (2 bps) to 0.20% (20 bps) annually depending on program $0+: Independent manager fees range from 0% to 1.50% annually for equity managers and 0% to 0.90% for fixed income managers
Certain Investment Adviser Representatives (IARs) are registered representatives of a broker-dealer and may receive commissions for securities sales.
Hourly fee for financial planning and consulting up to $500 per hour.
Minimum fee: Minimum account program fee ranges from $50 to $120 depending on the Dynasty program Fee-only: Financial planning and consulting fees charged on hourly basis up to $500/hour or flat fees ranging from $1,500 to $50,000, negotiable.
801 Crescent Centre Drive, Suite 600
Franklin, TN 37067
Alabama · Tennessee · Texas
Sage Spring Wealth Partners
2022 - Present (4 years)
Haumschilt Wealth Team
2021 - Present (5 years)
Sage Spring
2018 - Present (8 years)
Southwestern Investment Group
2018 - 2022 (4 years)
Haumschilt Wealth Team
2014 - 2018 (4 years)
Southwestern Investment Advisory Services
2012 - 2023 (11 years)
Raymond James Financial Services Advisors INC.
2012 - 2016 (4 years)
Raymond James Financial Services, inc.
2011 - Present (15 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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