New Spring Financial Planning offers personalized financial planning and investment management services for individuals, high net worth clients, and corporate clients. Founded in 2009 and based in San Ramon, California, New Spring Financial Planning focuses on delivering objective advice using conservative investment strategies aimed at increasing performance and reducing risk. Services include comprehensive financial planning covering asset allocation, risk management, and portfolio analysis, as well as customized discretionary and non-discretionary portfolio management. The firm also provides insurance products through affiliated licenses. New Spring Financial Planning manages client assets through independent third-party custodians like Charles Schwab and does not take direct custody of client funds.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.50% |
| $1M+ | 1.00% |
Fees are negotiable at the firm's discretion and can be waived entirely.