Wellspring Advisors, Inc. fees and pricing
Financial planner in Hillsboro, Oregon. Registered with the SEC.
According to its Form ADV Part 2A brochure dated March 31, 2026, Wellspring Advisors, Inc. charges a flat or project fee of $3,000-$10,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 31, 2026. Fees can change, so confirm with the firm before you hire them.
- Flat or project fee
- $3,000-$10,000
“Our fixed fee charges generally range between $3,000 - $10,000.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Wellspring Advisors, Inc. bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Notwithstanding, advisory fees are negotiable based on the scope of work for each client.”
- “Advisory fees that you pay to the TPIAs are established and payable in accordance with the brochure provided by each TPIA to whom you are referred.”
- “These TPIA fees may or may not be negotiable.”
How Wellspring Advisors, Inc.’s fees compare
- Its flat or project fee of $3,000-$10,000 spans the Oregon median of $4,000. 74% of the 92 other Oregon planners that publish a flat or project fee charge less.
- 2 of the 2 other planners in Hillsboro that publish a flat or project fee charge less.
About Wellspring Advisors, Inc.
- Firm size: 5 employees.
- Credentials named in the brochure: CFP®.
- Registered as an adviser: 2021 (5 years).
Planning areas mentioned in the brochure
- Estate planning
Firm details from Form ADV
- How the firm is paid
- Hourly fees, fixed or flat fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 1.25% a year
- Minimum
- $1,000 minimum fee (stated in brochure)
- Clients
- 271
- Employees
- 5
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and selecting other advisers
- Assets managed
- $152,174,077
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 147861
- Phone
- (503) 714-9531
Can advise clients in 4 states: Arizona, Oregon, Texas, Washington
Other planners in Hillsboro that publish fees
- Gratke Wealth, LLCHillsboro$250/hr
- Head To Toe Financial PlanningHillsboro$200/hr, $1,000-$4,000
- Independent Investment AdvisorsHillsboro$1,500-$4,500
- Rock Creek Wealth ManagementHillsboro$300/hr
Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.