Garrett
Smith
Sagespring Wealth Partners
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About this Advisor
Garrett Smith is a financial advisor working out of Franklin, Tennessee. Smith is an employee of Sagespring Wealth Partners. During their career, Smith has held roles at Raymond James Financial Services, Inc, Cintas, Verizon, Canoe Music City, Adventure Works, Harpeth High School, Southwestern Investment Group and Raymond James Financial Services Advisors, Inc. Smith has a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and can advise clients in Tennessee. Sagespring Wealth Partners is a financial advisory firm headquartered in Franklin, TN. The firm has offices in 13 locations and a total of 170 advisors. It administers $4 billion in assets across its 27,053 customer accounts, making it one of the largest firms in the United States by assets under management. Of its 27,053 customer accounts, just 8% are associated with high-net-worth clients who have at least $1 million in assets. Sagespring Wealth Partners has a set of services, including financial planning services and portfolio management for individuals and small businesses. Fees for financial advisory services largely depend on the type of services offered. However, fee types charged by Sagespring Wealth Partners most likely include 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
Garrett Smith Work History
Garrett has been registered as a financial advisor for 0 years.*
Raymond James Financial Services Advisors, Inc
Raymond James Financial Services, Inc
Southwestern Investment Group
Cintas
Verizon
Canoe Music City
Adventure Works
Harpeth High School
*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 Garrett Smith 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
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Franklin, TN
Birmingham, AL
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Franklin, TN
Omaha, NE
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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