Justin
Allen

Sagespring Wealth Partners

CRD#7498102
Investment Advisor
in San Antonio, TX

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About this Advisor

Justin Allen is a financial advisor based in San Antonio, Texas, working with Sagespring Wealth Partners. Justin has previously held positions at Fair Oaks Ranch Golf & Country Club, H-E-B, Tech Terrace Rental Properties, Cagle's Steak & BBQ, West Texas Card House, Fuhrmann Hayne & Associates, Himelick Financial Group, Cetera Advisor Networks, Texas Tech University, Boerne Independent School District, Ulrich Consulting And Investment Group, LLC, Raymond James Financial Services Inc, and Sagespring Wealth Partners. Justin has passed the Series 65 regulatory exam and is registered to provide services in Texas. Currently, Justin is part of Sagespring Wealth Partners, which operates out of San Antonio, 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

Series 65

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

227 N Loop 1604 E Suite 160
San Antonio, TX 78232

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Sagespring Wealth Partners Brokerage Details

Total Assets Under Management

$5,502,859,482

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

173

TX Average: 15
Total Number of Accounts

28,921

TX Average: 968
Average Account Size

$190,272

TX Average: $754,749

Investment Advisory Services

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

Justin Allen Work History

2024 - Present (0 year)

Raymond James Financial Services Inc

2024 - Present (0 year)

Sagespring Wealth Partners

2022 - 2022 (< 1 year)

Himelick Financial Group

2022 - 2022 (< 1 year)

Cetera Advisor Networks

2022 - 2023 (1 year)

Ulrich Consulting And Investment Group, LLC

2021 - 2021 (< 1 year)

Fuhrmann Hayne & Associates

2021 - 2021 (< 1 year)

Texas Tech University

2020 - 2020 (< 1 year)

Cagle'S Steak & Bbq

2020 - 2021 (1 year)

West Texas Card House

2019 - 2019 (< 1 year)

Tech Terrace Rental Properties

2019 - 2020 (1 year)

Texas Tech University

2018 - 2019 (1 year)

Texas Tech University

2016 - 2016 (< 1 year)

Fair Oaks Ranch Golf & Country Club

2016 - 2018 (2 years)

H-E-B

2012 - 2016 (4 years)

Boerne Independent School District

Disclosures

Please visit the SEC profile of Justin Allen 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

Chase Keen
Franklin, TN
Hannah Colbert
Columbia, TN
Garrett Smith
Franklin, TN
Hannah Patterson
Franklin, TN
James Ridley
Franklin, TN
Jason Plunkett
Franklin, TN
Joseph Mcclearn
Franklin, TN
Yancey Wade
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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