Richard Turgeon
Wellspring Family Office · Cleveland, Ohio
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.
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Specialties
Who they serve
- Multi-generational families
Facts
| Firm | Wellspring Family Office |
|---|---|
| Based in | Cleveland, Ohio |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $5.06B across 2,051 accounts |
| Credentials | CFA |
| SEC registration | Investment adviser representative in OH · CRD 2309831 |
| Exams passed | Series 63 (1994) |
| Firm size | 31 employees |
| Disclosures | None reported |
| Website | www.wellspringadvisorsllc.com |
| Profile |
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Questions about Richard
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.
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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