Dennis Wright
Dennis Wright is a ChFC-designated registered investment advisor at Wellspring Wealth Management LLC, based in Alpharetta, GA, with 30 years of industry experience. Dennis operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 1 more. Their firm serves 278 clients with $500M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Wellspring Wealth Management's investment advisory fees range from 0.25% to 1.50% annually, billed quarterly in advance. The exact fee depends on the complexity of services, the level of assets managed, and the overall relationship. Fees are negotiable and may be higher for accounts with multiple objectives, specific reporting requirements, or portfolio restrictions. Clients may incur additional charges from custodians, mutual funds, and investment managers. The firm also offers a wrap fee program through LPL Financial.
Location
11720 Amber Park Dr, Ste 150, Alpharetta, GA, 30009
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Dennis is involved in several investment-related activities, including Wellspring Associates LLC (non-variable insurance), Wellspring Wealth Management LLC (registered investment advisor), Planmark Capital Management LLC, Planmark Financial Group (Third Party Administrator), and Wellspring Wealth LLC. He also works with Bridge Life, LLC (non-variable insurance), dedicating a few hours per week.
Employment History
Current Registrations
Wellspring Wealth Management LLC
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Wellspring Planning Group LLC
The Leaders Group, INC.Broker
LPL Financial Corporation
LPL Financial LLCBroker
Wellspring Wealth Management LLC
Investlinc Wealth Services
Associated Planners Investment Advisory INC
Associated Securities CORP.Broker
Ws Griffith Securities, INC.
Ws Griffith Securities, INC.Broker
American General Securities IncorporatedBroker
State Registrations7 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.