New Spring Financial Planning, LLC

New Spring Financial Planning, LLC (CRD# 164647) is a financial advisory firm headquartered in San Ramon, CA. They manage $17,170,026 in 132 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    17
    MILLION
  • Total Number of Accounts
    132
    ACCOUNTS
  • Average Account Value
    $130,076
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, TX

Financial Advisors at New Spring Financial Planning, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Sarah Y. Huang
CRD#: 2579978
2440 Camino Ramon, Suite 135, San Ramon, CA 94583
96
Wealthminder
score

Sarah Huang (CRD# 2579978) is an Investment Advisor Representative working at New Spring Financial Planning, LLC in San Ramon, CA and has over 21 years of experience in the finance industry. Sarah Huang has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Virginia Duan
CRD#: 4834703
2440 Camino Ramon, Suite 135, San Ramon, CA 94583
93
Wealthminder
score

Virginia Duan (CRD# 4834703) is an Investment Advisor Representative working at New Spring Financial Planning, LLC in San Ramon, CA and has over 12 years of experience in the finance industry.

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