# Richard Turgeon

> Richard Turgeon is a fee-only financial advisor at Wellspring Family Office in Cleveland, Ohio, who holds the CFA credential. Richard 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/richard-turgeon/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Wellspring Family Office
- **Based in:** Cleveland, Ohio
- **Fee model (firm's Form ADV):** Percentage of assets; Fixed fees
- **Assets under management (firm):** $5.06B across 2,051 accounts
- **Credentials:** CFA
- **Specialties:** Tax planning, Founders (pre-exit), Family wealth transfer
- **Works with:** Multi-generational families
- **CRD:** 2309831 (https://adviserinfo.sec.gov/individual/summary/2309831)
- **SEC registration:** Investment adviser representative in OH
- **Exams passed:** Series 63 (1994)
- **Firm size:** 31 employees
- **Disclosures:** None reported
- **Website:** http://www.wellspringadvisorsllc.com

## Frequently asked questions

### Is Richard Turgeon a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Richard 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 Richard charge for financial advice?

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

### Where is Richard Turgeon based?

Richard Turgeon is based in Cleveland, Ohio.

### What does Richard specialize in?

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

### What credentials does Richard Turgeon hold?

Richard Turgeon holds the CFA credential.

### Is Richard Turgeon registered with the SEC?

Yes. Richard Turgeon is registered as an investment adviser representative in OH (CRD 2309831), 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 Richard Turgeon?

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

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/2309831): 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

---

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