Amanda
Brooke

Sagespring Wealth Partners

CRD#4826491
Investment Advisor
in Franklin, TN

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About this Advisor

Amanda Brooke is a financial advisor based in Franklin, Tennessee, working with Sagespring Wealth Partners. Amanda has previously held positions at Raymond James Financial Services, Raymond James Financial Services Advisors Inc, Southwestern Investment Group, Southwestern Investment Advisory Services, Sagespring Wealth Partners, and Dobyns Wealth Team. Amanda has passed the Series 63 regulatory exam and is registered to provide services in Tennessee and Texas. Currently, Amanda is part of Sagespring Wealth Partners, which operates out of Franklin, Tennessee. 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 63, CERTIFIED FINANCIAL PLANNER™, Chartered Financial Consultant

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

801 Crescent Centre Drive Suite 600
Franklin, TN 37067

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Sagespring Wealth Partners Brokerage Details

Total Assets Under Management

$5,502,859,482

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

173

TN Average: 15
Total Number of Accounts

28,921

TN Average: 968
Average Account Size

$190,272

TN Average: $754,749

Investment Advisory Services

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

Amanda Brooke Work History

2022 - Present (2 years)

Sagespring Wealth Partners

2021 - Present (3 years)

Dobyns Wealth Team

2012 - Present (12 years)

Raymond James Financial Services

2018 - 2022 (4 years)

Southwestern Investment Advisory Services

2013 - 2022 (9 years)

Southwestern Investment Group

2012 - 2018 (6 years)

Raymond James Financial Services Advisors Inc

Disclosures

Please visit the SEC profile of Amanda Brooke 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

Jason Plunkett
Franklin, TN
Hannah Colbert
Columbia, TN
Melissa Evans
Franklin, TN
Hannah Patterson
Franklin, TN
Garrett Smith
Franklin, TN
Luke Powers
Knoxville, TN
Nathan Mueting
Franklin, TN
Jacob Byers
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.

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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.

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