New Spring Financial Planning, LLC

Overview

New Spring Financial Planning, LLC is an independent registered investment adviser organized as a limited liability company that focuses on financial planning and portfolio management for individuals and small businesses. The firm is owner-operated and charges a mix of percentage-of-AUM, hourly and fixed fees. Its client base is primarily individual and family households. The adviser does not act as a capital allocator and reports that it is not an active ESG investor, not a multistate adviser, and not a pension consultant. Investment activity centers on equity exposure and personalized planning: the firm's filings show a clear preference for exchange-traded equities as the dominant asset class. Service delivery leans toward non-discretionary relationships and financial planning engagements, with portfolio recommendations implemented through third-party custodians rather than through in-house fund management.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices