Advisor at SageSpring Wealth Partners
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Firm
SageSpring Wealth Partners
Location
Franklin, TN 37067
Credentials
Series 66
Industry experience
5 years
Emily Rogers is a financial advisor with SageSpring Wealth Partners in Franklin, TN, holding a Series 66 credential and five years of industry experience. She has worked at SageSpring Wealth Partners since 2022 and previously held roles at Southwestern Investment Advisory Services, Raymond James Financial Services, Inc., Southwestern Investment Group, Wedell Wealth Team, and The Mutual Fund Store. SageSpring Wealth Partners is an SEC-registered advisory firm managing approximately $6.5 billion in discretionary assets with around 75 advisors serving a diverse client base including high-net-worth individuals, charitable organizations, corporations, and retirement plans. The firm provides discretionary, goals-based portfolio management that incorporates various investment strategies and integrated planning services, and it also serves less-common client types such as sovereign wealth funds and banking institutions.
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
Tennessee
Sagespring Wealth Partners
2022 - Present (4 years)
Southwestern Investment Advisory Services
2020 - 2024 (4 years)
Raymond James Financial Services, Inc.
2019 - Present (7 years)
Southwestern Investment Group
2017 - 2020 (3 years)
Wedell Wealth Team
2016 - Present (10 years)
Raymond James Financial Services, Inc.
2016 - 2019 (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
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Series 66
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Boulevard Money
CFP®, Series 66
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Dirigo Private Wealth
CFP®, Series 63, Series 65
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Quantitative Solutions, LLC
Series 65
Brentwood, TN
Quants Compete
CFP®
Franklin, TN
Philip M. Watson, Financial Advisor
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