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Kyle Hewlett

Sagespring Wealth Partners
40 Years of Experience
Homewood, AL
4 Disclosures
View SEC Summary
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Kyle Hewlett is a registered investment advisor at Sagespring Wealth Partners, based in Homewood, AL, with 40 years of industry experience. Kyle operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, Investment Management, and 1 more. Their firm serves 11,623 clients with $8.5B in assets under management.

Sagespring Wealth Partners
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
123 advisors
Number of Clients
11,623 clients
Average Client Portfolio
$730K average
Assets Under Management
$8.5B

Fee Structure

Planning is included in investment management (also available separately)

SageSpring's investment management fees are based on a percentage of the assets they manage, with the maximum annual fee not exceeding 2.25%. These fees are negotiable and billed quarterly in advance. Adjustments are made for deposits and withdrawals exceeding $100,000 during the quarter. SageSpring can combine account values of family members to determine the applicable advisory fee.

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Location

600 University Park Place, suite 350, Homewood, AL, 35209

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History

Regulatory History (4)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
October 2013
Denied
Customer Dispute
December 2005
Denied
Customer Dispute
December 2001
Denied
Customer Dispute
January 2001
Settled
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
Sagespring Wealth Partners
February 2021 - Present · 5 yrs 8 mos
Previous Registrations
Southwestern Investment Advisory Services, INC.
February 2017 - March 2019 · 2 yrs 1 mo
Southwestern Investment Advisory Services, INC.
August 2016 - October 2016 · 2 mos
Hewlett Davidson Powell, LLC
January 2004 - December 2016 · 12 yrs 11 mos
Raymond James Financial Services
May 2000 - January 2004 · 3 yrs 8 mos
Raymond James Financial Services, INC.Broker
April 2000 - October 2018 · 18 yrs 6 mos
Prudential Securities IncorporatedBroker
May 1993 - April 2000 · 6 yrs 11 mos
Lehman Brothers INC.Broker
May 1988 - June 1993 · 5 yrs 1 mo
E. F. Hutton & Company INCBroker
June 1987 - May 1988 · 11 mos
Dean Witter Reynolds INC.Broker
July 1984 - July 1987 · 3 yrs
State Registrations1 state
AL
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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