Harrison Holder
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 PartnersAug 2022 to now
- Raymond James Financial Services, IncAug 2022 to Nov 2024
- Ernst & YoungSep 2021 to Aug 2022
- Unemployed (awaiting Job Start, Cpa Exam Studying)Jun 2021 to Sep 2021
- University of Tennessee, KnoxvilleAug 2016 to Jun 2021
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
- 7615043
- Firm CRD
- 283515