Hillspring Financial is a fee-based advisory firm offering personalized financial planning and investment management services to individuals, small businesses, trusts, estates, and retirement plans. Founded in 1983 and led by President Kent G. Forsey, the firm helps clients navigate retirement planning, tax strategies, estate planning, cash flow management, insurance reviews, and education funding. Hillspring Financial tailors its investment management approach through proprietary private asset management programs as well as partnerships with third-party asset managers and wrap-fee programs. Clients retain full ownership of their assets through outside custodians while granting the firm limited trading authority. The firm also provides retirement plan consulting services for employers, acting as an ERISA fiduciary.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.10% |
| $250K - $500K | 1.05% |
| $500K - $1.0M | 0.95% |
| $1.0M - $2.0M | 0.80% |
| $2M+ | 0.65% |
Rates reflect Hillspring Financial's fee schedule for AssetMark and Pacific Financial Group programs prior to platform and custodial fees. Third-party wrap-fee and program fees may range from 0.85% to 1.65%. Fees are negotiable for family relationships with accounts exceeding $2 million.