Eric Hanna
Wellspring Family Office · Fairview Park, Ohio
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.
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Specialties
Who they serve
- Multi-generational families
Facts
| Firm | Wellspring Family Office |
|---|---|
| Based in | Fairview Park, Ohio |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $5.06B across 2,051 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in OH · CRD 8316932 |
| Firm size | 31 employees |
| Disclosures | None reported |
| Website | www.wellspringadvisorsllc.com |
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Questions about Eric
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : 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
- Wellspring Family Office website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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