WELLSPRING FINANCIAL PARTNERS
Tucson, Arizona
5.0
26 Reviews
Wellspring Financial Partners, a reputable local investment advisory firm, is headquartered in Tucson, AZ. With a strong focus on providing exceptional financial solutions, they cater to a diverse client base of over 220 individuals, managing an impressive $691,445,000 in assets. Specializing in discretionary investments, Wellspring Financial Partners possesses the expertise to effectively oversee employer funds, although 401K and individual accounts constitute less than 30% of their total assets under management. Comprised of a team of nine dedicated professionals, Wellspring Financial Partners boasts six investment advisors who...
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Assets Under Mgmt

$691.44M

Investment Professionals

6

Locations

0

% 401K & Individual

9%

% Discretionary

81%
Compensation Structure
A percentage of assets under your management
Hourly Charges
Fixed Fees
Services Provided Section
Financial Planning Services
Portfolio management for individuals and/or small businesses
Pension consulting services
This information was provided by Mployer and is based on publicly available information made available by employers, brokers and carriers. While efforts are made to validate and confirm the information, there could be inaccuracies. All information and ratings are based on Mployer’s opinion only and should be one of many factors used when evaluating brokers. If there are any inaccuracies in the information, please reach out to Mployer using the contact us form and we will review your submission and make changes as we deem appropriate.