Wealthspring Advisors

Wealthspring Advisors at a glance

• One of 180 fee-only firms based in Minnesota in the Wellspent graph.
• 2 advisors are listed here.
• Its Form ADV reports 2 employees and 47 individual clients, 14 of them high net worth.
• Its average account is about $307,000 (assets it manages divided by its 150 accounts).

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

Facts

Wealthspring Advisors fees

Wealthspring 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

Advisors at this firm (2)

• Mark Alevizos

• Mark Culhane

Other fee-only firms in Minneapolis

• White Oaks Wealth Advisors, Inc.
• Windjammer Wealth Advisory
• Abundo Wealth
• Adaptive Financial Design
• All Star Financial
• Allodium Investment Consultants
• Arete Wealth Strategists
• Authentic Life Financial Planning

Fee-only advisors in Minnesota