Robert Cade Russell
Investment adviser representative at Sagespring Wealth Partners
11 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
11 years in the industry.
- Sagespring Wealth PartnersJun 2023 to now
- Raymond James Financial Services, Inc.Jun 2023 to Dec 2024
- Sagespring Wealth PartnersMay 2022 to Aug 2022
- Cahaba Wealth ManagementJan 2022 to May 2022
- The University of AlabamaAug 2019 to May 2023
- Complete CleanersJan 2019 to Jun 2019
- Office DepotFeb 2017 to Feb 2018
- Hewitt-trussville High SchoolAug 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 (AL, 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
- 7560370
- Firm CRD
- 283515