Jason Plunkett
Jason Plunkett is a registered investment advisor at Sagespring Wealth Partners, based in Franklin, TN, with 19 years of industry experience. Jason 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 10,811 clients with $6.5B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
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.
Location
801 Crescent Centre Dr, Suite 600, Franklin, TN, 37067
Get directionsHistory
Regulatory History (1)
Regulatory
June 2010Other Business ActivitiesSells Insurance
Jason maintains a website landing page, works as a financial advisor for SageSpring Wealth Partners (taking about half of Jason's time), and sells life insurance through Vanbridge (dedicating a few hours per week).
Employment History
Current Registrations
Sagespring Wealth Partners
Previous Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Proequities, INC.Broker
The Leaders Group, INC.Broker
Lincoln Financial Distributors, INC.Broker
Aig Sunamerica Capital Services, INC.Broker
State Registrations7 states
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.