Sego Wealth Management, LLC
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About
Sego Wealth Management provides ongoing discretionary portfolio management, financial planning, and pension consulting to individuals, high‑net‑worth individuals, and employer-sponsored pension/profit-sharing plans. The firm documents client goals and risk tolerance with an Investment Policy Statement and offers selection of third‑party managers and custodians as part of its service menu.
The adviser employs Modern Portfolio Theory and a long‑term trading approach, emphasizes asset allocation and primarily recommends ETFs while tailoring portfolios to each client’s time horizon and documented risk tolerance. Accounts are generally managed on a discretionary basis, and the firm uses custodians such as Charles Schwab, Betterment for Advisors, and Altruist to execute and custody client assets.
The firm’s principal holds CFP® and Enrolled Agent credentials and is a licensed insurance agent who operates related benefits businesses, so the practice combines tax/benefits expertise with the ability to offer commissionable insurance and annuity products — a mix the brochure discloses can create potential conflicts of interest. Sego also participates in a Betterment wrap program and has access to custodian‑sponsored educational events and resources, which together with its pension consulting offerings is an uncommon service profile for a small independent adviser.
Client services
Expertise
Fee options
1.00% annually
$350 per hour for financial planning
Fee-only: $350 per hour for financial planning
Main office
1121 Poplar View Lane N., Suite 1
Collierville TN 38017
Advisors at this office
1
Most active in
Louisiana · Mississippi · Tennessee
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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