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BB
CFP
BB
CFP

Bradley Barnes

Sagespring Wealth Partners
18 Years of Experience
Franklin, TN
Sells Insurance
View SEC Summary
View SEC Summary

Bradley Barnes is a CFP-designated registered investment advisor at Sagespring Wealth Partners, based in Franklin, TN, with 18 years of industry experience. Bradley 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
122 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

701 Cool Springs Blvd, Suite 500, Franklin, TN, 37067

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Bradley runs Barnes Wealth Group as a financial advisor and is an advisor and partner at SageSpring Wealth Partners, dedicating about half his time to each. He also serves on the finance/investment committee for Midtown Fellowship Church and reviews/sells insurance policies to clients through SageSpring Wealth Partners, dedicating minimal time to each.

Employment History
Current Registrations
Sagespring Wealth Partners
September 2016 - Present · 10 yrs 1 mo
Previous Registrations
Raymond James Financial Services Advisors, INC
January 2009 - December 2016 · 7 yrs 11 mos
Raymond James Financial Services
September 2008 - January 2009 · 4 mos
Raymond James Financial Services, INC.Broker
August 2008 - November 2024 · 16 yrs 3 mos
State Registrations2 states
TNTX
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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