Advisor at SageSpring Wealth Partners
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Firm
SageSpring Wealth Partners
Location
Birmingham, AL 35209
Credentials
CFP®, Series 66
Industry experience
2 years
Robert Russell is a CFP® and holds a Series 66 license with two years of industry experience. He is currently with SageSpring Wealth Partners in Birmingham, AL, where he has worked since 2022, including a brief tenure at Raymond James Financial Services. Prior to entering the financial industry, he held positions at The University of Alabama and other organizations. SageSpring Wealth Partners is an SEC-registered advisory firm managing approximately $6.5 billion in discretionary assets with around 75 advisors. The firm serves a diverse client base including high-net-worth individuals, institutions, and retirement plans, offering goals-based portfolio management, investment oversight, and comprehensive financial planning 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.
600 University Park Place, Suite 350
Birmingham, AL 35209
Alabama · Texas
SageSpring Wealth Partners
2023 - Present (3 years)
Raymond James Financial Services, Inc.
2023 - 2024 (1 year)
SageSpring Wealth Partners
2022 - 2022 (1 year)
Cahaba Wealth Management
2022 - 2022 (1 year)
The University of Alabama
2019 - 2023 (4 years)
Complete Cleaners
2019 - 2019 (1 year)
Office Depot
2017 - 2018 (1 year)
Hewitt-Trussville High School
2015 - 2019 (4 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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