# Eric Hanna

> Eric Hanna is a fee-only financial advisor at Wellspring Family Office in Fairview Park, Ohio, who holds the CFP credential. Eric focuses on tax planning, founders (pre-exit) and family wealth transfer. Wellspring Family Office reports charging a percentage of assets and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/eric-hanna/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Wellspring Family Office
- **Based in:** Fairview Park, Ohio
- **Fee model (firm's Form ADV):** Percentage of assets; Fixed fees
- **Assets under management (firm):** $5.06B across 2,051 accounts
- **Credentials:** CFP
- **Specialties:** Tax planning, Founders (pre-exit), Family wealth transfer
- **Works with:** Multi-generational families
- **CRD:** 8316932 (https://adviserinfo.sec.gov/individual/summary/8316932)
- **SEC registration:** Investment adviser representative in OH
- **Firm size:** 31 employees
- **Disclosures:** None reported
- **Website:** http://www.wellspringadvisorsllc.com

## Frequently asked questions

### Is Eric Hanna a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Eric holds no broker registration, and Wellspring Family Office reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Eric charge for financial advice?

Eric's firm, Wellspring Family Office, reports charging a percentage of assets and fixed fees on its SEC Form ADV.

### Where is Eric Hanna based?

Eric Hanna is based in Fairview Park, Ohio.

### What does Eric specialize in?

Eric's specialties include tax planning, founders (pre-exit) and family wealth transfer. Eric works with multi-generational families.

### What credentials does Eric Hanna hold?

Eric Hanna holds the CFP credential.

### Is Eric Hanna registered with the SEC?

Yes. Eric Hanna is registered as an investment adviser representative in OH (CRD 8316932), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Wellspring Family Office manage?

Wellspring Family Office reports $5.06B across 2,051 accounts in assets under management.

### How do I contact Eric Hanna?

Through Eric's website, www.wellspringadvisorsllc.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/8316932): the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://wellspringfo.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.