Wellspring Investing fees and pricing
Financial planner in Atlantic Mine, Michigan. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated September 28, 2026, Wellspring Investing charges a flat or project fee of $100-$5,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed September 28, 2026. Fees can change, so confirm with the firm before you hire them.
- Flat or project fee
- $100-$5,000
“The negotiated fixed rate for creating client financial plans is between $100 and $5,000.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Wellspring Investing bills
Payment and refund terms, quoted from the fee section of the brochure.
- “These fees are generally negotiable and the final fee schedule will be memorialized in the client’s advisory agreement.”
- “Clients may terminate the agreement without penalty for a full refund of Wellspring Investing 's fees within five business days of signing the Investment Advisory Contract.”
- “These fees are generally negotiable and the final fee schedule will be memorialized in the client’s advisory agreement.”
How Wellspring Investing’s fees compare
- Its flat or project fee of $100-$5,000 spans the Michigan median of $3,250. 39% of the 137 other Michigan planners that publish a flat or project fee charge less.
About Wellspring Investing
- Solo practice: one person runs the firm, so you work directly with the planner.
- Registered as an adviser: 2025.
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
- 1.5% a year
- Clients
- 11
- Employees
- 1
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and pension consulting
- Assets managed
- $12,296,747
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 338370
- Phone
- (616) 583-2807
Other planners in Michigan that publish fees
- 320 Life Financial PlanningHolland$250/hr
- 46 and 2 Investment Advisors, LLCTraverse City$200/hr
- 4Square Advisory Services, Inc.Fenton$150/hr, Up to $1,500
- A B L E Wealth Management Solutions LLCAnn Arbor$400/hr, $500
- Advance Wealth Management Service, LLCGrand Rapids$300/hr, $5,000
- Advisory Advocates LLCGrand Rapids$250-$1,500
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.