Springboard Asset Management, LLC: fee-only advisory firm

Springboard Asset Management, LLC at a glance

One of 144 fee-only firms based in Connecticut in the Wellspent graph.
2 advisors are listed here; all hold the CFP.
Its Form ADV reports 2 employees and 97 individual clients, 38 of them high net worth.
Its average account is about $404,000 (assets it manages divided by its 339 accounts).

Fee-only advisors in Connecticut · What fee-only advisors charge in Connecticut

Facts

Based in	Cheshire, Connecticut
Website	springboardasset.com
Email	[email protected]
Phone	(203) 651-7110

Questions about Springboard Asset Management, LLC

How is Springboard Asset Management, LLC paid?

Springboard Asset Management, LLC's Form ADV says it is paid by: percentage of assets, fixed fees.

How many advisors does Springboard Asset Management, LLC have in the Wellspent public graph?

The Wellspent public graph lists 2 advisors at Springboard Asset Management, LLC, and 2 hold the CFP.

What is the average account at Springboard Asset Management, LLC?

Springboard Asset Management, LLC's average account is about $404,000. That's the assets on its Form ADV divided by its 339 accounts.

Springboard Asset Management, LLC fees

Springboard Asset Management, LLC 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	$137 million
Individual clients	59
High-net-worth clients	38
Accounts managed	339
Employees	2
Planning clients	1-10
Registered with	The SEC (801-122972)
Financial planning	Offered
Form ADV filed	March 19, 2026
SEC record	CRD 154862

Advisors at this firm (2)

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Springboard Asset Management, LLC