Cody
Stansell
Sagespring Wealth Partners
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About this Advisor
Cody Stansell is a financial advisor based in Frisco, Texas, working with Sagespring Wealth Partners. Cody has previously held positions at Plains Capital Bank, High Ground Advisors, Waterworth Wealth Advisors, Raymond James Financial Services, Inc, Southwestern Investment Group / Advisory Services, Southwestern Investment Advisory Services, Southwestern Investment Group, Sagespring Wealth Partners, and Stansell Wealth Team. Cody has passed the Series 66 regulatory exam and is registered to provide services in Texas. Currently, Cody is part of Sagespring Wealth Partners, which operates out of Frisco, Texas. 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
Services Offered
Fee Structure
Office Location
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Sagespring Wealth Partners Brokerage Details
$5,502,859,482
173
28,921
$190,272
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Cody Stansell Work History
Sagespring Wealth Partners
Southwestern Investment Advisory Services
Southwestern Investment Group
Stansell Wealth Team
Southwestern Investment Group / Advisory Services
Raymond James Financial Services, Inc
Waterworth Wealth Advisors
High Ground Advisors
Plains Capital Bank
Disclosures
Please visit the SEC profile of Cody Stansell 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
Knoxville, TN
Franklin, TN
Franklin, TN
Franklin, TN
Franklin, TN
Franklin, TN
Columbia, TN
Franklin, TN
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