Robert
Russell

Sagespring Wealth Partners

CRD#7560370
Investment Advisor
in Birmingham, AL

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Robert Russell is a financial advisor based in Birmingham, Alabama, working with Sagespring Wealth Partners. Robert has previously held positions at Sagespring Wealth Partners, The University Of Alabama, Hewitt-Trussville High School, Hewitt-Trussville Middle School, Clay-Chalkville Middle School, Southwestern Investment Group, Cahaba Wealth Management, Complete Cleaners, Office Depot, and Raymond James Financial Services, Inc. Robert has passed the Series 66 regulatory exam and is registered to provide services in Alabama. Currently, Robert is part of Sagespring Wealth Partners, which operates out of Birmingham, Alabama. The firm has 10 offices and 173 employees. The firm manages assets totaling $5.5 billion and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and pension consulting services. The fee structure at Sagespring Wealth Partners includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 66

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

600 University Park Place, Suite 350
Birmingham, AL 35209

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Sagespring Wealth Partners Brokerage Details

Total Assets Under Management

$5,502,859,482

AL Average: $730,596,643
Total Number of Employees

173

AL Average: 15
Total Number of Accounts

28,921

AL Average: 968
Average Account Size

$190,272

AL Average: $754,749

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services

Robert Russell Work History

2022 - Present (2 years)

Sagespring Wealth Partners

2022 - Present (2 years)

Raymond James Financial Services, Inc

2022 - 2022 (< 1 year)

Southwestern Investment Group

2022 - 2022 (< 1 year)

Cahaba Wealth Management

2019 - 2023 (4 years)

The University Of Alabama

2019 - 2019 (< 1 year)

Complete Cleaners

2017 - 2018 (1 year)

Office Depot

2015 - 2019 (4 years)

Hewitt-Trussville High School

2014 - 2015 (1 year)

Hewitt-Trussville Middle School

2013 - 2014 (1 year)

Clay-Chalkville Middle School

Disclosures

Please visit the SEC profile of Robert Russell to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Sagespring Wealth Partners

Luke Powers
Knoxville, TN
Yancey Wade
Franklin, TN
James Ridley
Franklin, TN
Hannah Patterson
Franklin, TN
Nathan Mueting
Franklin, TN
Jason Plunkett
Franklin, TN
Hannah Colbert
Columbia, TN
Chase Keen
Franklin, TN

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started