Wellspring Financial Partners

Wellspring Financial Partners (CRD# 158872) is a financial advisory firm headquartered in Tucson, AZ. They manage $105,561,020 in 185 accounts and serve the financial needs of clients across 5 states (or territories).

By the Numbers
  • Total Assets Under Management
    106
    MILLION
  • Total Number of Accounts
    185
    ACCOUNTS
  • Average Account Value
    $570,600
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
  • Pension consulting services
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.

AZ, CA, CO, LA, MN

Financial Advisors at Wellspring Financial Partners
Showing 1 - 5 of 5 top financial advisors.
1
Eric C. Dyson
CRD#: 2426101
Plano, TX
96
Wealthminder
score

Eric Dyson (CRD# 2426101) is an Investment Advisor Representative working at Wellspring Financial Partners in Plano, TX and has over 24 years of experience in the finance industry. Eric Dyson 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
Ellen T. Carolan
CRD#: 6109754
4007 E. Paradise Falls Drive, Suite 128, Tucson, AZ 85712
93
Wealthminder
score

Ellen Carolan (CRD# 6109754) is an Investment Advisor Representative working at Wellspring Financial Partners in Tucson, AZ and has over 5 years of experience in the finance industry.

3
Deirdre M. Kochanski
CRD#: 1953073
4007 E. Paradise Falls Drive, Suite 128, Tucson, AZ 85712
93
Wealthminder
score

Deirdre Kochanski (CRD# 1953073) is an Investment Advisor Representative working at Wellspring Financial Partners in Tucson, AZ and has over 23 years of experience in the finance industry.

4
Patrick J. Zumbusch
CRD#: 5593163
4007 E. Paradise Falls Drive, Suite 128, Tucson, AZ 85712
93
Wealthminder
score

Patrick Zumbusch (CRD# 5593163) is an Investment Advisor Representative working at Wellspring Financial Partners in Tucson, AZ and has over 10 years of experience in the finance industry.

5
Richard B. Pyle
CRD#: 6559667
4007 E. Paradise Falls Drive, Suite 128, Tucson, AZ 85712
89
Wealthminder
score

Richard Pyle (CRD# 6559667) is an Investment Advisor Representative working at Wellspring Financial Partners in Tucson, AZ and has over 2 years of experience in the finance industry.

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