TrueAdvisor
TrueAdvisor
BC
CFP
BC
CFP

Bryant R Carpenter

Sagespring Wealth Partners
13 Years of Experience
View SEC Summary
View SEC Summary
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningFinancial Planning & CoachingInsurance PlanningCharitable GivingBusiness Owners
Sagespring Wealth Partners
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
110 advisors
Number of Clients
10,811 clients
Average Client Portfolio
$600K average
Assets Under Management
$6.5B

Fee Structure

Location

1033 Montana Street, Orlando, FL, 32803

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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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Employment History
Current Registrations
Sagespring Wealth Partners
February 2025 - Present · 1 yr
Previous Registrations
Raymond James & Associates, INC.
January 2021 - February 2025 · 4 yrs 1 mo
Raymond James & Associates, INC.Broker
November 2020 - February 2025 · 4 yrs 3 mos
Cnl Securities CORP.Broker
April 2018 - September 2020 · 2 yrs 5 mos
Cnl Securities CORP.Broker
April 2011 - March 2017 · 5 yrs 11 mos
State Registrations2 states
FLTX
Advisor
Exams
No exam information available for this advisor.