Bird Spring Financial is a registered investment advisor founded in March 2022 and based in Las Vegas, Nevada. The firm specializes in comprehensive financial planning, covering areas such as business consulting, cash flow and debt management, college savings, employee benefits, estate planning, retirement planning, risk management, and tax planning strategies. Bird Spring Financial does not manage investment portfolios directly or take custody of client funds, focusing instead on objective, advice-only financial planning and guidance. Clients can work with the firm through project-based engagements, monthly subscriptions, or hourly consultations. Additionally, Bird Spring Financial offers tax preparation and representation services through an affiliated entity, Bird Spring Tax LLC. The firm operates under a fiduciary standard, meaning it is legally required to act in your best interest.
Fee Structure
Bird Spring Financial offers a monthly subscription plan for ongoing financial planning commitments lasting twelve months:
- Monthly subscription fee — $125 to $300 per month, depending on the complexity of the work, due on the 1st of each month covering the prior month's services.
- Comprehensive financial planning (fixed fee) — $525 to $7,500 depending on the complexity of the work, with half due at the start and the remainder upon completion
- Hourly consulting — $350 to $500 per hour, based on your desired timeframe and complexity
- Tax preparation services — Starting at $550 for an individual return through an affiliated entity, with additional complexity billed hourly at $350 per hour