# Katie Carpenter

> Katie Carpenter is a fee-only financial advisor at Springlake Financial Partners in Franklin, Tennessee, who holds the CFP credential. Springlake Financial Partners reports charging a percentage of assets and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/katie-carpenter/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Springlake Financial Partners
- **Based in:** Franklin, Tennessee
- **Fee model (firm's Form ADV):** Percentage of assets; Fixed fees
- **Assets under management (firm):** $104.8M across 211 accounts
- **Credentials:** CFP
- **Works with:** Retirees, Executives
- **CRD:** 6913334 (https://adviserinfo.sec.gov/individual/summary/6913334)
- **SEC registration:** Investment adviser representative in TN
- **Exams passed:** Series 66 (2018)
- **Firm size:** 2 employees
- **Disclosures:** None reported
- **Website:** https://springlakefp.com

## Frequently asked questions

### Is Katie Carpenter a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Katie holds no broker registration, and Springlake Financial Partners reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Katie charge for financial advice?

Katie's firm, Springlake Financial Partners, reports charging a percentage of assets and fixed fees on its SEC Form ADV.

### Where is Katie Carpenter based?

Katie Carpenter is based in Franklin, Tennessee.

### What credentials does Katie Carpenter hold?

Katie Carpenter holds the CFP credential.

### Is Katie Carpenter registered with the SEC?

Yes. Katie Carpenter is registered as an investment adviser representative in TN (CRD 6913334), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Springlake Financial Partners manage?

Springlake Financial Partners reports $104.8M across 211 accounts in assets under management.

### How do I contact Katie Carpenter?

Through Katie's website, springlakefp.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/6913334): the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://www.springlakefp.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.