Emily
Rogers
Sagespring Wealth Partners
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About this Advisor
Emily Rogers is a financial advisor who works out of Franklin, Tennessee with 2 years of industry experience. Rogers currently works for Sagespring Wealth Partners. During their career, Rogers has held roles at Raymond James Financial Services, Inc, The Mutual Fund Store, Senior Financial Advisors, Inc, Southwestern Investment Advisory Services, Wedell Wealth Team, Southwestern Investment Group and Sagespring Wealth Partners. Rogers maintains a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is approved to advise clients in Tennessee. Sagespring Wealth Partners is a financial advisory firm that has its headquarters in Franklin, TN. The firm has offices in 13 locations and a total of 170 financial advisors. It administers $4 billion in total assets across its 27,053 accounts, placing it among the biggest firms in the country by assets under management. Of its 27,053 customer accounts, just 8% belong to high-net-worth individuals who have greater than $1 million in assets. The business has a set of services, including financial planning services and portfolio management for individuals and small businesses. Financial advisory fee schedules usually are based on which service is provided. However, fees charged by Sagespring Wealth Partners likely are comprised of any combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Sagespring Wealth Partners Brokerage Details
$4,277,447,071
170
27,053
$158,114
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Emily Rogers Work History
Emily has been registered as a financial advisor for 2 years.*
Sagespring Wealth Partners
Southwestern Investment Group
Southwestern Investment Advisory Services
Raymond James Financial Services, Inc
Wedell Wealth Team
Wedell Wealth Team
Wedell Wealth Team
Raymond James Financial Services, Inc
The Mutual Fund Store
Senior Financial Advisors, Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Emily Rogers 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
Franklin, TN
Birmingham, AL
Franklin, TN
Franklin, TN
Franklin, TN
Frisco, TX
Franklin, TN
Franklin, TN
The content in this profile was updated by SmartAsset on 4/16/2023. 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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