Charles Green
Springboard Asset Management, LLC · Cheshire, Connecticut
Charles Green is a fee-only financial advisor at Springboard Asset Management, LLC in Cheshire, Connecticut, who holds the CFP credential. Springboard Asset Management, LLC reports charging a percentage of assets and fixed fees on its Form ADV.
Request an introduction to Charles →
Facts
| Firm | Springboard Asset Management, LLC |
|---|---|
| Based in | Cheshire, Connecticut |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $136.8M across 339 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CT, NH · CRD 2726777 |
| Exams passed | Series 63 (1996) · Series 65 (1997) |
| Firm size | 2 employees |
| Disclosures | Reported; see the SEC record |
| Website | springboardasset.com |
How Charles's firm compares
- Springboard Asset Management, LLC's average account is about $404,000, from its Form ADV (assets managed divided by 339 accounts).
Request an introduction to Charles
Tell Charles a little about what you're looking for. Charles isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Charles
Is Charles Green a fee-only financial advisor?
Yes. Charles Green is listed in the NAPFA directory (NAPFA admits only fee-only advisors). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Charles's firm.
How does Charles charge for financial advice?
Charles's firm, Springboard Asset Management, LLC, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Charles Green based?
Charles Green is based in Cheshire, Connecticut.
What credentials does Charles Green hold?
Charles Green holds the CFP credential.
Is Charles Green registered with the SEC?
Yes. Charles Green is registered as an investment adviser representative in CT and NH (CRD 2726777), per SEC Investment Adviser Public Disclosure data as of October 27, 2026. The record lists disclosures; see the SEC record for details.
How much does Springboard Asset Management, LLC manage?
Springboard Asset Management, LLC reports $136.8M across 339 accounts in assets under management.
How do I contact Charles Green?
Through Charles's website, springboardasset.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
See something wrong? Request a correction. Read our methodology.