Garrett Smith
Investment adviser representative at Sagespring Wealth Partners
8 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
8 years in the industry.
- Sagespring Wealth Partners LLCMar 2022 to now
- Raymond James Financial Services Advisors, IncMar 2023 to Mar 2023
- Raymond James Financial Services, Inc.Mar 2022 to Dec 2024
- CintasSep 2021 to Mar 2022
- VerizonAug 2019 to Sep 2021
- Canoe Music CityMay 2015 to Aug 2019
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2023
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
- 7527233
- Firm CRD
- 283515