Firm
SpringSource Wealth Advisors
Hillsboro, Oregon
Fee-only
SpringSource Wealth Advisors at a glance
- One of 191 fee-only firms based in Oregon in the Wellspent graph.
- 2 advisors are listed here; all hold the CFP.
- Its Form ADV reports 5 employees and 271 individual clients, 46 of them high net worth.
- Its average account is about $212,000 (assets it manages divided by its 717 accounts).
Fee-only advisors in Oregon · What fee-only advisors charge in Oregon
Facts
| Based in | Hillsboro, Oregon |
|---|---|
| Website | springsourcewealth.com |
| Phone | (503) 714-9531 |
SpringSource Wealth Advisors fees
SpringSource Wealth 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 · Hourly · Fixed fees |
|---|---|
| Assets managed | $152 million |
| Individual clients | 225 |
| High-net-worth clients | 46 |
| Accounts managed | 717 |
| Employees | 5 |
| Planning clients | 101-250 |
| Registered with | The SEC (801-120308) |
| Financial planning | Offered |
| Form ADV filed | March 31, 2026 |
| SEC record | CRD 147861 |