Katie Centofonti
Katie Centofonti is a CFP-designated registered investment advisor at Sagespring Wealth Partners, based in Franklin, TN, with 20 years of industry experience. Katie 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 Drive, Suite 600, Franklin, TN, 37067
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Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Katie works as an associate/employee at Centofonti Wealth Team, which is her DBA name, and as an advisor at SageSpring Wealth Partners, an independent RIA, dedicating a significant amount of time to the latter. Katie is also an agent/advisor recommending non-variable insurance, spending a few hours per week on this activity.
Employment History
Current Registrations
Sagespring Wealth Partners
Previous Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services
Raymond James Financial Services, INC.Broker
Ameriprise Financial Services, INC.Broker
State Registrations3 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.