Wellspring Planning Group LLC offers personal financial planning, ongoing retainer services, and project-based consulting to individuals, families, trusts, and estates. Wellspring Planning Group does not manage investment portfolios directly or take custody of client funds; instead, the firm focuses on holistic financial planning including asset protection, business continuity, charitable planning, education planning, estate planning, executive compensation, income planning, insurance planning, retirement planning, and trust services consulting. When clients need portfolio management, Wellspring Planning Group refers them to third-party investment advisors such as Wellspring Wealth Management. Wellspring Planning Group team members are also registered representatives of a broker-dealer and licensed insurance agents, allowing them to offer financial products and insurance policies when appropriate for a client's plan. The firm operates with no account minimums and structures its fees as flat rates for planning, annual retainers, or hourly and flat rates for consulting.
Fee Structure
Wellspring Planning Group offers ongoing financial planning through annual retainer agreements. Retainer fees range from $0 to $150,000 annually, depending on the complexity of your situation. Services include ongoing assistance with implementing planning recommendations, regular planning meetings, service reminders, reviews, and updates.
- Individual financial planning services or specific planning or strategies — $0 to $100,000, depending on complexity
- Multi-family, multi-generational, or business planning services — $10,000 to $200,000
- Family office planning services — $50,000 to $300,000
- Consulting services (hourly) — $250 to $1,000 per hour based on personnel and complexity
- Consulting services (flat fee) — $0 to $150,000 based on the scope of the consultation