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James Ridley

SageSpring Wealth Partners

12 Cadillac Drive, Suite 100

Brentwood, TN 37027

615-861-6132

About SageSpring Wealth Partners

From our humble beginnings in 2002 to today, we continuously take a holistic approach to financial advice. We get to know what matters to you so we can tailor our counsel to help you reach your personal goals, and our experienced money-management strategies will help you build a life of wealth and long-lasting financial independence.

See Disclosures

General Information

Firm Start Year

CRD#

6918660

Firm CRD#

283515

Years of Experience in Financial Services

Number of Years with Current Firm

Work with the following types of clients

Businesses, Non-Profit Organizations, Individual Investors

Advisory Services Provided

401K Rollovers, Retirement Planning, Portfolio Management, Financial Planning, Estate Planning & Trusts, Investment Advice & Management, Financial Advice & Consulting, Money Management, Risk Management, Education Funding and Planning, Financial Planning for Individuals, Wealth Management

Services

Investment Types

Bonds, Mutual Funds, Stocks, Alternative Investments, Exchange Traded Funds (ETFs)

Can meet clients in the following ways

Phone, Our Office, Video Conference

Compliance

Acknowledged fiduciary

Yes

Compliance Disclosures in Last 5 years

I have a clean record

Criminal Disclosures in Last 5 years

I have a clean record

Qualifications & Membership

Certifications, Accreditations & Designations

CFP^®

Securities Licenses

Series 7, Series 66

Firm Information

Advisor's Number of Clients

210

Advisor's Number of Managed Clients

210

Advisor's Number of Planning Clients

210

Total Assets Under Management by Advisor

$120,000,000

Compensation and Fees

Fee Structure

Fee-Only

Compensation Methods

Based on Assets

Disclosures

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Additional Detailed Disclosures
https://www.financialadvisor.net/disclosure/1893795/financialadvisor-SageSpring-Wealth-Partners-detailed-disclosure.html

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