Knoxville, TN Office

Team
Updated today
Sagespring Wealth Partners logo

Sagespring Wealth Partners

Multi-team

Firm-wide stats for Sagespring Wealth Partners

Total advisors

125

Across 12 offices

Clients per advisor

92 High

Avg AUM per client

$728,536 Typical

HNW client ratio

18% Typical

About

SageSpring serves a broad mix of individual clients (including non‑HNW and high‑net‑worth households) and a range of institutional and plan sponsors, including retirement plans, banks and thrift institutions, insurance companies, other investment advisers, state and municipal governments, and even sovereign wealth fund clients. The firm offers discretionary investment management, financial planning and consulting, retirement plan consulting, and selection/oversight of third‑party money managers.

Portfolios are tailored to each client’s objectives, risk tolerance and time horizon and can include individual stocks and bonds, ETFs, mutual funds, options, alternative investments, structured notes, and direct indexing strategies; the firm uses fundamental and technical analysis and periodic rebalancing as part of its process. SageSpring frequently leverages third‑party manager relationships and platform services (including Dynasty’s TAMP/OCIO programs) and uses tools such as Pontera to implement and monitor strategies in held‑away accounts while maintaining ongoing oversight.

Distinctive features include multi‑team scale (approximately 124 advisors managing roughly $8.5 billion for over 11,500 clients) combined with an uncommon mix of institutional client types for a firm of its size, and the ability to provide OCIO and TAMP access alongside traditional wealth management. The brochure also discloses several operational relationships and service arrangements — a Dynasty platform affiliation, an affiliated insurance agency and tax service, use of a third‑party cash product, billing on cash, and limited use of artificial intelligence for research and call summarization — all of which the firm discloses as potential conflicts it manages.

Based on Sagespring Wealth Partners

Expertise

Options & derivatives strategies Private / alternative investments

Based on Sagespring Wealth Partners

Occupation focus

Executive Founder/Business Owner

Based on Sagespring Wealth Partners

Location

136 Concord Rd

Knoxville TN 37934

Advisors at this office

5

Advisors at this office

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Samuel K

Series 65

Knoxville, TN

Sagespring Wealth Partners

Samuel Knell is a financial advisor with SageSpring Wealth Partners in Knoxville, TN. He holds a Series 65 designation and has one year of industry experience. Prior to joining SageSpring, he worked at Bass, Berry & Sims PLC and Egerton, McAfee, Armistead & Davis, P.C., and has completed advanced studies in taxation and law. SageSpring Wealth Partners serves a diverse client base, including individual households, institutional clients, and plan sponsors. The firm offers discretionary investment management, financial planning, and retirement plan consulting using tailored portfolios that incorporate a range of investment strategies and third-party manager relationships.

Options & derivatives strategies Private / alternative investments Executive Founder/Business Owner
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Timothy J

CFP®, Series 66

Knoxville, TN

Sagespring Wealth Partners

Timothy Johnson is a CFP®-certified financial advisor with eight years of industry experience, currently practicing at SageSpring Wealth Partners. He previously worked at Raymond James Financial Services from 2018 to 2022 and has experience outside finance, including roles at Trantanella Construction and Eagle Bend Apostolic Church. SageSpring Wealth Partners serves a diverse client base ranging from individual households to institutional and plan sponsor clients, offering discretionary investment management, financial planning, and consulting services. The firm employs tailored portfolios that combine fundamental and technical analysis, utilizing a variety of investment vehicles and third-party manager relationships, supported by its multi-team scale and unique mix of client types.

Options & derivatives strategies Private / alternative investments Executive Founder/Business Owner
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Tyler H

CFP®, Series 66

Knoxville, TN

Sagespring Wealth Partners

Tyler Howarth is a CFP® with three years of industry experience, currently serving as a financial advisor at SageSpring Wealth Partners in Knoxville, TN. His prior roles include positions at Raymond James Financial and Renascent Protection Solutions. SageSpring Wealth Partners is an SEC-registered advisory firm managing approximately $6.5 billion in discretionary assets across a team of 75 advisors. The firm serves a diverse client base, including high-net-worth individuals, charitable organizations, corporations, and retirement plans, offering personalized investment management, financial planning, and retirement plan consulting.

Options & derivatives strategies Private / alternative investments Executive Founder/Business Owner
user avatar

Travis C

CFP®, Series 66

Knoxville, TN

Sagespring Wealth Partners

Travis Cullman is a CFP® professional with 12 years of industry experience, currently serving as an advisor and partner at SageSpring Wealth Partners. He has previously worked at Raymond James Financial Services, Inc. and Raymond James Financial Services Advisors, Inc. Located in Knoxville, TN, Cullman is also an independent contractor for Cullman Wealth Team and provides insurance solutions as a broker through Dixon Wells. SageSpring Wealth Partners serves a diverse client base that includes individual households across wealth levels, institutional clients, and plan sponsors. The firm offers tailored investment management, financial planning, and consulting services, employing both fundamental and technical analysis as well as a range of investment strategies to meet client objectives.

Options & derivatives strategies Private / alternative investments Executive Founder/Business Owner
user avatar

Matthew D

CFP®, Series 66

Knoxville, TN

Sagespring Wealth Partners

Matthew De Graff is a CFP® and holds a Series 66 license, currently serving as a financial advisor at SageSpring Wealth Partners with five years of industry experience. His prior roles include positions at Raymond James Financial Services, Park Avenue Securities, Guardian Life Insurance Company, and Rethink Wealth LLC. SageSpring Wealth Partners serves a diverse client base ranging from non-high-net-worth individuals to institutional clients such as retirement plans and sovereign wealth funds. The firm provides discretionary investment management and financial planning, utilizing a range of investment vehicles and both fundamental and technical analysis within a multi-team structure managing approximately $8.5 billion for over 11,500 clients.

Options & derivatives strategies Private / alternative investments Executive Founder/Business Owner
View complete list of advisors at this office
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