Firm
Greenspring Advisors
New York, New York
Fee-only
Greenspring Advisors at a glance
- One of 480 fee-only firms based in New York in the Wellspent graph.
- 1 advisor is listed here, who holds the CFP.
- Its Form ADV reports 66 employees and 1,697 individual clients, 1,118 of them high net worth.
- Its average account is about $908,000 (assets it manages divided by its 7,119 accounts).
Fee-only advisors in New York · What fee-only advisors charge in New York
Facts
| Based in | New York, New York |
|---|---|
| Website | go.greenspringadvisors.com/wealthmanagement |
| [email protected] | |
| Phone | (212) 971-9241 |
Greenspring Advisors fees
Greenspring Advisors doesn't publish its prices on its website, or we couldn't confirm them word for word. Ask for its Form ADV Part 2A, which must describe its fees.
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Fixed fees |
|---|---|
| Assets managed | $6.5 billion |
| Individual clients | 579 |
| High-net-worth clients | 1,118 |
| Accounts managed | 7,119 |
| Employees | 66 |
| Planning clients | More than 500 |
| Registered with | The SEC (801-67570) |
| Financial planning | Offered |
| Form ADV filed | October 9, 2026 |
| SEC record | CRD 132669 |