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Tabitha Leanne Gossett

Investment adviser representative at Sagespring Wealth Partners
15 yearsExperience
2 statesRegistered in
$8.5BFirm assets
10 yearsFirm in business

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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

15 years in the industry.

  1. Sagespring Wealth Partners LLCNov 2020 to now
  2. Raymond James Financial Services, Inc.Mar 2022 to Nov 2024
  3. UnemployedJun 2020 to Nov 2020
  4. Hickman County SchoolAug 2019 to May 2020
  5. Williamson County SchoolsFeb 2019 to Jul 2019
  6. Waste Tech ServicesJul 2009 to Jan 2019

Exams passed

  • Series 66 · Uniform Combined State Law2022

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
7313618
Firm CRD
283515
Advisor's SEC record (opens in a new tab)
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