Firm
Wellspring Investing
Atlantic Mine, Michigan
Fee-only
Wellspring Investing at a glance
- One of 237 fee-only firms based in Michigan in the Wellspent graph.
- 1 advisor is listed here.
- Its Form ADV reports 1 employee and 11 individual clients, 1 of them high net worth.
- Its average account is about $1.1 million (assets it manages divided by its 11 accounts).
- Its website says it's taking new clients.
Fee-only advisors in Michigan · What fee-only advisors charge in Michigan
Facts
| Based in | Atlantic Mine, Michigan |
|---|---|
| Website | wellspringinvests.com |
| [email protected] | |
| Phone | (616) 583-2807 |
Wellspring Investing fees
Wellspring Investing doesn't publish its prices on its website, or we couldn't confirm them word for word. Its website says it charges by: percentage of assets. 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 | $12 million |
| Individual clients | 10 |
| High-net-worth clients | 1 |
| Accounts managed | 11 |
| Employees | 1 |
| Planning clients | 0 |
| Financial planning | Offered |
| Form ADV filed | September 28, 2026 |
| SEC record | CRD 338370 |