Firm
Upspring Capital
Dallas, Texas
Fee-only
Upspring Capital at a glance
- One of 690 fee-only firms based in Texas in the Wellspent graph.
- 2 advisors are listed here; 1 of 2 hold the CFP.
- Its Form ADV reports 1 employee and 27 individual clients, 22 of them high net worth.
- Its average account is about $985,000 (assets it manages divided by its 101 accounts).
Fee-only advisors in Texas · What fee-only advisors charge in Texas
Facts
| Based in | Dallas, Texas |
|---|---|
| Website | upspringcapital.com |
| Phone | (214) 720-0909 |
Upspring Capital fees
Upspring Capital 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 · Performance-based fees |
|---|---|
| Assets managed | $100 million |
| Individual clients | 5 |
| High-net-worth clients | 22 |
| Accounts managed | 101 |
| Employees | 1 |
| Planning clients | 0 |
| Financial planning | Offered |
| Form ADV filed | April 7, 2026 |
| SEC record | CRD 292010 |