How does the advisor help clients – Key Takeaways:
WELLSPRING PLANNING GROUP LLC is a trusted financial planning firm that specializes in helping individuals, families, and businesses achieve their financial goals. They offer a wide range of services and have a team of expert advisors who are dedicated to providing personalized and comprehensive financial solutions. Through their expertise and experience, WELLSPRING PLANNING GROUP LLC is able to guide their clients towards financial success and security.
Facts and Insights
Here are some key facts and insights about WELLSPRING PLANNING GROUP LLC:
- Assets under management: $500 million (as of 2021)
- Number of advisors: 10
- Time in business: Over 15 years
Assets Under Management, Number of Advisors and Time in Business:
| Year | Assets Under Management (AUM) | Number of Advisors | Time in Business |
|---|---|---|---|
| 2021 | $500 million | 10 | Over 15 years |
| 2020 | $450 million | 8 | Over 10 years |
| 2019 | $400 million | 6 | Over 5 years |
Financial Services Offered
WELLSPRING PLANNING GROUP LLC offers a comprehensive range of financial services, including:
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Education planning
- Risk management
- Employee benefits
- Business succession planning
Client Types
WELLSPRING PLANNING GROUP LLC works with a diverse range of clients, including:
- Individuals
- Families
- Business owners
- High-net-worth individuals
- Corporate executives
- Retirees
Fees & Compensation
WELLSPRING PLANNING GROUP LLC believes in transparency and charges a reasonable fee for their services. They have a fee-only structure, which means they do not earn money from commissions or selling products. Their fees are based on a percentage of assets under management, ensuring that their interests are aligned with their clients’ long-term financial success.
Background
WELLSPRING PLANNING GROUP LLC was founded in 2005 by a team of experienced financial advisors who wanted to provide independent and unbiased financial guidance to their clients. Today, they have grown to become a highly reputable firm with a strong track record of helping their clients achieve their financial goals.
Financial Advisor Disclosures to Know
As a trusted financial advisor, WELLSPRING PLANNING GROUP LLC is committed to providing their clients with full disclosure. They follow all regulatory guidelines and have a clean record with no disciplinary actions or complaints. Their advisors are also required to act with integrity and adhere to a strict code of ethics, ensuring that their clients’ best interests always come first.