Wellspring Planning Group LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed May 14, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$250⁠-⁠$1,000/hr

“The hourly rate ranges from $250 to $1,000 per hour based on the complexity of the consultation, resources used, and the advisor or personnel required.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Wellspring Planning Group LLC bills

Payment and refund terms, quoted from the fee section of the brochure.

• “Fees are negotiable and may vary by client depending on the complexity of the relationship (multiple parties or households), complexity of the planning services, and the number and range of client-related services provided.”
• “All fee payments are made payable to Wellspring Planning Group LLC.”
• “If you terminate services and have paid in advance, you will be refunded a portion of your fee based upon the amount of work already completed.”

How Wellspring Planning Group LLC’s fees compare

• Its hourly rate of $250-$1,000 is above the Georgia median of $250. 96% of the 169 other Georgia planners that publish an hourly rate charge less.
• 3 of the 3 other planners in Roswell that publish an hourly rate charge less.
• It doesn't charge a percentage of the assets it manages, so its fee won't grow with your portfolio.

About Wellspring Planning Group LLC

• Principal: Patrick Callahan
• Firm size: 10 employees.
• Credentials named in the brochure: CFP® and ChFC®.
• Registered as an adviser: 2016 (10 years).

Planning areas mentioned in the brochure

• Retirement planning
• Estate planning
• College planning
• Charitable giving

Firm details from Form ADV

How the firm is paid

Hourly fees, fixed or flat fees

Charges a % of assets

No

Employees

10

Services reported to regulators

Financial planning and other services

Registered with

State securities regulators

Disciplinary disclosures

Yes. Read them on the SEC site (opens in new tab)

SEC CRD number

283593

Phone

(404) 924-4005

Can advise clients in 2 states: Georgia, Texas

Other planners in Roswell that publish fees

• Asset Guidance Group, LLCRoswell$100⁠-⁠$3,600, $260⁠-⁠$560/mo
• First Pitch Planning and Tax LLCRoswell$100/hr, $1,200
• J Moss and CoRoswell$200/hr, $10,400/qtr
• Park Square Financial Group LLCRoswell$300/hr, $5,000
• ST. John & Associates, Inc.Roswell$1,000⁠-⁠$5,000, $1,000⁠-⁠$5,000/yr

Compare all 12 planners in Roswell