New Spring Financial Planning, LLC
Firm details
- Headquarters
- ,
- CRD number
- 164647
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI89.34%
- Individuals10.66%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
New Spring Financial Planning, LLC is an independent, individually owned registered investment adviser organized as an LLC that serves individual and family clients. The firm provides financial planning and portfolio management for individuals and small businesses and charges a mix of percentage-of-AUM, hourly and fixed fees. It operates primarily as a non-capital-allocating adviser (it does not run pooled funds) and is not positioned as an ESG-focused or multi-state pension consultant.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities85%
- Public Funds/Mutual Funds13%
- Cash & Cash Equivalents2%
Contacts
1 of 1Sarah Huang
OwnerCRD 2579978
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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