Data sourced from SEC Form ADV filed March 2, 2026
Overview
Headquarters
Tucson, AZ
Total Firm Assets
$1.2 billion
Average High-Net-Worth Client Portfolio Size
$3.0 million
Fee Disclosure
Source: WELLSPRING FINANCIAL PARTNERS ADV PART 2A AND 2B (2025-05-21)
· View brochure text Latest filing: WELLSPRING FINANCIAL PARTNERS ADV PART 2A AND 2B (2026-03-02)
· View brochure text
Min
Max
Disclosed Annual Rate
$0
$1,500,000
0.99%
$1,500,001
$2,500,000
0.85%
$2,500,001
$3,500,000
0.60%
$3,500,001
$5,000,000
0.40%
$5,000,001
and above
0.25%
Estimated Annual Advisory Fees
Portfolio Value
Estimated Annual Fee
Effective Fee Rate
$1 million
$9,900
0.99%
$5 million
$35,350
0.71%
$10 million
$47,850
0.48%
$50 million
$147,850
0.30%
$100 million
$272,850
0.27%
Actual fees may vary; other investment costs may apply.
Clients
High-Net-Worth Share of Firm Assets
29.37%
Number of High-Net-Worth Clients
121
Total Client Accounts
470
Discretionary Accounts
465
Non-Discretionary Accounts
5
Services Offered
Services:
Financial Planning, Portfolio Management for Individuals, Pension Consulting
Regulatory Filings
SEC CRD Number
158872
WELLSPRING FINANCIAL PARTNERS ADV PART 2A AND 2B (2026-03-02)
· View brochure text
WELLSPRING FINANCIAL PARTNERS ADV PART 2A AND 2B (2025-05-21)
(fee schedule source)
· View brochure text
Wellspring Financial Partners's Form ADV discloses 0.99% on the first $1.5 million, 0.85% on the next $1 million, 0.60% on the next $1 million, 0.40% on the next $1.5 million, and 0.25% on assets above $5 million. See complete fee breakdown ↓
Yes. As an SEC-registered investment advisor (CRD #158872), Wellspring Financial Partners is subject to fiduciary duty under federal law.
Wellspring Financial Partners is headquartered in TUCSON, AZ.
Wellspring Financial Partners serves 121 high-net-worth clients according to their SEC filing dated March 2, 2026. View client details ↓
According to their SEC Form ADV, Wellspring Financial Partners offers financial planning, portfolio management for individuals, and pension consulting services. View all service details ↓
Wellspring Financial Partners manages $1.2 billion in client assets according to their SEC filing dated March 2, 2026.
According to their SEC Form ADV, Wellspring Financial Partners serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓