Advisor at SageSpring Wealth Partners
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Firm
SageSpring Wealth Partners
Location
Franklin, TN 37067
Credentials
Series 66
Industry experience
10 years
Daniel Peterman Jr. is a financial advisor at SageSpring Wealth Partners with 10 years of industry experience. He holds a Series 66 designation and has worked at firms including Merrill and Raymond James Financial Services. Outside of his advisory role, he has been involved with several entrepreneurial ventures such as Next Level Chef and Dalstrong Inc. SageSpring Wealth Partners is an SEC-registered advisory firm managing approximately $6.5 billion in discretionary assets and supported by about 75 advisors serving individual and institutional clients. The firm offers personalized investment management, financial planning, and retirement plan consulting, employing a goals-based approach that includes asset allocation, ongoing monitoring, and both fundamental and technical strategies.
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
Louisiana · Tennessee · Texas
Next Level Chef
2023 - 2023 (1 year)
Dalstrong Inc.
2023 - 2024 (1 year)
Cowboy Charcoal
2023 - 2023 (1 year)
Sagespring Wealth Partners
2022 - Present (4 years)
Lighthouse Wealth Team
2022 - 2024 (2 years)
Southwestern Investment Group
2019 - Present (7 years)
Sage Spring Wealth Partners
2019 - Present (7 years)
Raymond James Financial Servces, Inc
2018 - Present (8 years)
Merrill
2015 - 2018 (3 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.
Series 66
Franklin, TN
Joel Busboom Financial, LLC
Series 66
Nashville, TN
Boulevard Money
CFP®, Series 66
Nashville, TN
Dirigo Private Wealth
CFP®, Series 63, Series 65
Franklin, TN
Quantitative Solutions, LLC
Series 65
Brentwood, TN
Quants Compete
CFP®
Franklin, TN
Philip M. Watson, Financial Advisor
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