SageSpring Wealth Partners provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, pension consulting, and selecting other managers. Financial planning was provided to 101–250 clients last fiscal year.
SageSpring Wealth Partners reports 11,623 clients. They include 9,498 individual clients, 2,060 high-net-worth individuals, and 32 corporations and other businesses. Of its assets, 100.0% ($8.49B across 41,069 accounts) are managed with discretion. It advised 10 clients without assets under management last fiscal year.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 82% | 40% |
| High-net-worth individuals | 18% | 59% |
| Pension and profit-sharing plans | <1% | <1% |
| Charitable organizations | <1% | <1% |
| Insurance companies | <1% | <1% |
| Other client typesCorporations and other businesses | <1% | <1% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 9,498 | $3.39B | 40.0% | $357K |
| High-net-worth individuals | 2,060 | $5.03B | 59.2% | $2.44M |
| Pension and profit-sharing plans | 9 | $10.5M | 0.1% | $1.17M |
| Charitable organizations | 21 | $20.8M | 0.2% | $990K |
| Insurance companies | 3 | $173K | 0.0% | $57.5K |
| Corporations and other businesses | 32 | $34.2M | 0.4% | $1.07M |
| Total | 11,623 | $8.49B | 100% | $730K |
- Clients
- 9,498
- Regulatory AUM
- $3.39B
- AUM share
- 40.0%
- Avg. per client
- $357K
- Clients
- 2,060
- Regulatory AUM
- $5.03B
- AUM share
- 59.2%
- Avg. per client
- $2.44M
- Clients
- 9
- Regulatory AUM
- $10.5M
- AUM share
- 0.1%
- Avg. per client
- $1.17M
- Clients
- 21
- Regulatory AUM
- $20.8M
- AUM share
- 0.2%
- Avg. per client
- $990K
- Clients
- 3
- Regulatory AUM
- $173K
- AUM share
- 0.0%
- Avg. per client
- $57.5K
- Clients
- 32
- Regulatory AUM
- $34.2M
- AUM share
- 0.4%
- Avg. per client
- $1.07M
Total
- Clients
- 11,623
- Regulatory AUM
- $8.49B
- AUM share
- 100%
- Avg. per client
- $730K
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 10
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 101–250
SageSpring Wealth Partners charges up to 2.25% a year for its Investment Management Services. The fee is billed in advance and is negotiable. The brochure also prices 2 other services, listed under fee details.
Fee details and sources
Other fees
- Financial Planning and Consulting Services
- Billed hourly, at a maximum of $500 an hour, or as flat fees from $1,500 to $50,000; ranges are general and negotiable.
- Retirement Plan Consulting
- Billed as flat fees from $750 to $100,000, or as a percentage of plan assets not exceeding 1.00%; ranges are general and negotiable.
Sagespring Holdings, LLC owns 75% or more of SageSpring Wealth Partners and is in turn owned by Sagespring Partners, LLC (75% or more). The leadership team of SageSpring Wealth Partners includes President Jeffrey Dobyns, Chief Financial Officer Brian Harding and Chief Compliance Officer William Clayton. It has 195 employees, 100 of them in advisory roles.
Staff
- 195 employees
- 100 in advisory functions
- 125 state-registered reps
- 2 broker-dealer reps
- 75 insurance agents
- 5 soliciting firms
- Owns 75% or more of Sagespring Wealth Partners
Sagespring Holdings, LLC
Control person · since December 2021
- Owns 75% or more of Sagespring Holdings, LLC
Sagespring Partners, LLC
Control person · since November 2021
- Owns 25% to 50% of Sagespring Partners, LLC
Jeffrey Dobyns
Control person · since November 2021
SageSpring Wealth Partners’ regulatory assets grew 2.3× from $3.74B (March 2021) to $8.49B (July 2026); clients fell from 20,932 to 11,623 and employees rose from 60 to 195.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | StaffEmployees | Offices |
|---|---|---|---|---|
| Jul 2026July 2026 | $8.49B | 11,623 | 195 | 12 |
| Mar 2025March 2025 | $6.49B | 10,811 | 180 | 12 |
| Apr 2024April 2024 | $5.5B | 11,113 | 173 | 11 |
| Jun 2023June 2023 | $4.28B | 10,758 | 170 | 14 |
| Jun 2022June 2022 | $4.83B | 10,279 | 80 | 12 |
| Mar 2021March 2021 | $3.74B | 20,932 | 60 | 11 |
Besides its headquarters, SageSpring Wealth Partners has 11 offices (1 private residence, listed without an address), with 11 listed addresses across 6 states.
Tennessee · 4 listed addresses
- 701 Cool Springs BLVD, Suite 500, FranklinHQ
- 12 Cadillac Drive, Brentwood
- 136 Concord RD, Knoxville
- 816 S Main Street, Columbia
Nebraska · 2 listed addresses
- 1701 Windhoek Drive, Lincoln
- 15808 West Dodge Road, Omaha
Texas · 2 listed addresses
- 2601 Network BLVD, Frisco
- 227 N Loop 1604 E, San Antonio
Alabama · 1 listed address
- 600 University Park Place, Homewood
Florida · 1 listed address
- 865 Balch Avenue, Winter Park
Iowa · 1 listed address
- 114 West Main Street, Clarinda
Contact and registration details
- Legal name
- Sagespring Wealth Partners
- Headquarters
- 701 Cool Springs BLVD, Suite 500, Franklin, TN 37067
- Website
- sagespring.com
- Phone
- 615-861-6100
- @sagespring
- SEC file
- 801-107971
- Structure
- Tennessee LLC
- Fiscal year end
- December
SageSpring Wealth Partners’ named custodian for separately managed accounts is Fidelity ($8.05B). SageSpring Wealth Partners has custody of $1.22B for 2,868 clients.
- FidelityNational Financial Services LLC · Boston, MA · $8.05B100%
At year end, SageSpring Wealth Partners’ separately managed accounts were mostly in funds (80%) and stocks (13%). Its reported 13F holdings for the quarter ended 30 June 2026 total $6.51B across 846 positions; the largest are Blackrock ETF Trust (6.8%), J P Morgan Exchange Traded F (6.3%) and Fidelity Covington Trust (5.3%).
What the accounts hold
- Stocks13%
- Funds80%
- Bonds1%
- Cash6%
How many clients does SageSpring Wealth Partners have?
SageSpring Wealth Partners has 11,623 clients and manages $8.49 billion for them, as of July 2026. They include 9,498 individual clients, 2,060 high-net-worth individuals, and 32 corporations and other businesses.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 1 July 2026
What services does SageSpring Wealth Partners offer?
SageSpring Wealth Partners provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, pension consulting, and selecting other managers.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does SageSpring Wealth Partners charge?
SageSpring Wealth Partners charges up to 2.25% a year for its Investment Management Services. The fee is billed in advance and is negotiable.
Source: SAGESPRING WEALTH PARTNERS - FORM ADV PART 2A, filed 22 May 2026
Which custodians does SageSpring Wealth Partners use?
SageSpring Wealth Partners’ separately managed account assets are held at National Financial Services LLC (Boston, MA), with $8.05B. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 1 July 2026
How many financial advisors does SageSpring Wealth Partners have?
SageSpring Wealth Partners has 125 investment adviser representatives registered with state securities authorities, out of 195 employees, and 100 perform investment advisory functions. 2 employees are registered representatives of a broker-dealer and 75 employees are licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does SageSpring Wealth Partners invest in?
At the end of its last fiscal year, SageSpring Wealth Partners’ separately managed accounts held 80% registered funds (mutual funds, ETFs, BDCs), 13% exchange-traded equities, 6% cash and equivalents and 1% state and local bonds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns SageSpring Wealth Partners?
SageSpring Wealth Partners is owned through a chain of holding companies by Jeffrey Dobyns. Its direct owner is Sagespring Holdings, LLC (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 1 July 2026
How does SageSpring Wealth Partners get paid?
SageSpring Wealth Partners is paid through a percentage of assets under management, hourly charges and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact SageSpring Wealth Partners?
SageSpring Wealth Partners’ main office is at 701 Cool Springs BLVD, Suite 500, Franklin, TN 37067. Its phone number is 615-861-6100. Its website is sagespring.com.
