Springboard Asset Management LLC fees and pricing
Financial planner in Cheshire, Connecticut. Registered with the SEC.
According to its Form ADV Part 2A brochure dated March 19, 2026, Springboard Asset Management LLC charges a flat or project fee of $500-$5,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 19, 2026. Fees can change, so confirm with the firm before you hire them.
- Flat or project fee
- $500-$5,000
“Financial planning fees will range from $500 to $5,000 depending on the anticipated complexity thereof.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Springboard Asset Management LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “The balance of the fee will normally be billed upon the presentation of the Plan.”
- “Springboard will never hold client funds greater than $500 for more than six months in advance.”
- “For the first partial quarter of management, the fees will be prorated by using the average daily portfolio balance as the measure of portfolio worth for billing purposes.”
How Springboard Asset Management LLC’s fees compare
- Its flat or project fee of $500-$5,000 is below the Connecticut median of $5,125. 19% of the 78 other Connecticut planners that publish a flat or project fee charge less.
- 1 of the 2 other planners in Cheshire that publish a flat or project fee charge less.
About Springboard Asset Management LLC
- Firm size: 2 employees.
- Credentials named in the brochure: CFP®.
- Founded: 2010 (16 years).
Planning areas mentioned in the brochure
- Retirement planning
- Estate planning
- College planning
Firm details from Form ADV
- How the firm is paid
- Fixed or flat fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 1% a year
- Minimum
- $1,000 minimum fee (stated in brochure)
- Clients
- 97
- Employees
- 2
- Works with
- Individuals, high net worth individuals, and charities
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Assets managed
- $136,788,247
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 154862
- Phone
- (203) 651-7110
Can advise clients in 2 states: Connecticut, New Hampshire
Other planners in Cheshire that publish fees
- New England Capital Financial Advisors LLCCheshire$150-$500/hr, $500-$10,000
- Prodeo Financial ServicesCheshire$120-$125/hr, $700
- 5TH Street Advisors, LLCSouthport$400/hr, $3,000-$5,000
- Abundant Wealth Management LLCStamford$250-$350/hr, $750-$5,000
- Achieve Retirement & Wealth Management, LLCRidgefield$350/hr, $10,000
- Alpine Hill Advisors LLCWestport$50,000-$500,000/yr
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