Katie Carpenter
Springlake Financial Partners · Franklin, Tennessee
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.
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Who they serve
- Retirees
- Executives
Facts
| Firm | Springlake Financial Partners |
|---|---|
| Based in | Franklin, Tennessee |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $104.8M across 211 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in TN · CRD 6913334 |
| Exams passed | Series 66 (2018) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | springlakefp.com |
| Profile |
How Katie's firm compares
- Springlake Financial Partners's average account is about $496,000, from its Form ADV (assets managed divided by 211 accounts).
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Questions about Katie
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : 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
- Springlake Financial Partners website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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