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Ryan Hensley

10 Years of Experience
Frisco, TX

Ryan Hensley is a registered investment advisor at Sagespring Wealth Partners, based in Frisco, TX, with 10 years of industry experience. Ryan 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
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
124 advisors
Number of Clients
10,811 clients
Average Client Portfolio
$600K average
Assets Under Management
$6.5B

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

2601 Network Blvd, Suite 101, Frisco, TX, 75034

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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 Activities

Ryan is the CEO of Hensley Wealth Team, a support company, and an advisor at SageSpring Wealth Partners, an independent RIA, dedicating about half his time to each. He also serves as Treasurer for Rhea's Mill Baptist Church, spending a few hours per week on bookkeeping and financial reports.

Employment History
Current Registrations
Sagespring Wealth Partners
September 2016 - Present · 9 yrs 8 mos
Previous Registrations
Raymond James Financial Services Advisors, INC
January 2016 - December 2016 · 11 mos
Raymond James Financial Services, INC.Broker
October 2015 - December 2024 · 9 yrs 2 mos
State Registrations2 states
LATX
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.