Matthew Degraff
Investment adviser representative at Sagespring Wealth Partners
5 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$8.5BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
5 years in the industry.
- Sagespring Wealth PartnersApr 2021 to now
- Raymond James Financial Services, Inc.Apr 2021 to Dec 2024
- Guardian Life Insurance CompanyFeb 2021 to Apr 2021
- Park Avenue SecuritiesFeb 2021 to Apr 2021
- Rethink Wealth LLCJun 2020 to Apr 2021
- Newks EateryJun 2019 to Aug 2019
- IkeaJun 2018 to Jul 2018
- Baylor UniversityAug 2016 to May 2020
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 2 states (TN, TX).
Sagespring Wealth Partners
$8.5BAssets managed
11,623Clients
126Advisers
10 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7309076
- Firm CRD
- 283515