Scott Abrahamson is a CFP-designated registered investment advisor at Wellspring Advisors, INC., based in Gilbert, AZ, with 25 years of industry experience. Scott operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, High Net Worth, and 3 more. Their firm serves 271 clients with $150M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.60% |
| $1.0M - $1.5M | 1.40% |
| $1.5M - $2.0M | 1.20% |
| $2.0M - $2.5M | 1.00% |
| $2.5M+ | 0.80% |
Advisory fees are negotiable. WSA may manage its own accounts and our employees’ and/or family accounts for a reduced fee or free of charge.
Fee Estimator
Location
Gilbert, AZ
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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 →Employment History
Current Registrations
Wellspring Advisors, INC.
Previous Registrations
The H Group, INC.
Kms Financial Services, INC
Kms Financial Services, INC.Broker
State Registrations3 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.
Exams
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