Wellspring Planning Group (WPG) offers financial planning and consulting services. WPG creates financial plans based on your goals, objectives, assets, liabilities, income, and tax status. WPG offers broad-based or specific financial plans. WPG also offers retainer services for ongoing assistance with planning recommendations. WPG does not manage investments but may recommend asset management services through Patrick Callahan's Xception Advisory Group.
Fee Structure
Retainer services are available for ongoing financial planning assistance. These retainers are flat fees ranging from $0 to $150,000 annually, billed quarterly or semi-annually in advance. The specific fee depends on the complexity of the services provided. If you cancel the agreement, you'll receive a refund for any prepaid fees based on the remaining days in the period.
Wellspring Planning Group offers financial planning services for a flat rate fee ranging from $0 to $300,000. The fee depends on the complexity of the relationship and the planning services provided.
- Individual financial planning services or specific planning or strategies: $0 to $100,000
- Multi-family, multi-generational, or business planning services: $10,000 to $200,000
- Family office planning services: $50,000 to $300,000
Fees for reviewing existing life insurance portfolios or variable policy sub-accounts are negotiable and vary based on complexity. There is no fee for policy sub-account review and analysis for policies provided by their affiliated life insurance agency.