Firm
Wealthspring Financial Advisors
Bethesda, Maryland
Fee-only
Wealthspring Financial Advisors at a glance
- One of 195 fee-only firms based in Maryland in the Wellspent graph.
- 1 advisor is listed here, who holds the CFP.
- Its Form ADV reports 231,946,911 employees and 41 individual clients.
- Its average account is about $213,000 (assets it manages divided by its 109 accounts).
Fee-only advisors in Maryland · What fee-only advisors charge in Maryland
Facts
| Based in | Bethesda, Maryland |
|---|---|
| Website | wealthspringfinancialadvisors.com |
| Phone | (301) 760-7794 |
Wealthspring Financial Advisors fees
Wealthspring Financial 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 | $23 million |
| Individual clients | 41 |
| Accounts managed | 109 |
| Employees | 231,946,911 |
| Planning clients | 0 |
| Financial planning | Offered |
| Form ADV filed | February 2, 2026 |
| SEC record | CRD 155504 |