Wellspring Planning Group LLC

Wellspring Planning Group LLC (CRD# 283593) is a financial advisory firm headquartered in Atlanta, GA. They serve the financial needs of clients across 2 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    0
    MILLION
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Other
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.

GA, TX

Financial Advisors at Wellspring Planning Group LLC
Showing 1 - 6 of 6 top financial advisors.
1
Brian C. Friedman
CRD#: 2316158
2200 Century Parkway, Suite 750, Atlanta, GA 30345
96
Wealthminder
score

Brian Friedman (CRD# 2316158) is an Investment Advisor Representative working at Wellspring Planning Group LLC in Atlanta, GA and has over 23 years of experience in the finance industry.

2
Stephen T. Herlihy
CRD#: 2589984
2200 Century Parkway, Suite 750, Atlanta, GA 30345
96
Wealthminder
score

Stephen Herlihy (CRD# 2589984) is an Investment Advisor Representative working at Wellspring Planning Group LLC in Atlanta, GA and has over 21 years of experience in the finance industry. Stephen Herlihy 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.

3
Gregory A. Raabe
CRD#: 1550023
2200 Century Parkway, Suite 750, Atlanta, GA 30345
96
Wealthminder
score

Gregory Raabe (CRD# 1550023) is an Investment Advisor Representative working at Wellspring Planning Group LLC in Atlanta, GA and has over 29 years of experience in the finance industry. Gregory Raabe 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.

4
Byron L. Thorsen
CRD#: 1848011
2000 E. Lamar Blvd, Suite 580, Arlington, TX 76006
96
Wealthminder
score

Byron Thorsen (CRD# 1848011) is an Investment Advisor Representative working at Wellspring Planning Group LLC in Arlington, TX and has over 28 years of experience in the finance industry. Byron Thorsen 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.

5
Dennis R. Wright
CRD#: 2611479
2200 Century Parkway, Suite 750, Atlanta, GA 30345
96
Wealthminder
score

Dennis Wright (CRD# 2611479) is an Investment Advisor Representative working at Wellspring Planning Group LLC in Atlanta, GA and has over 21 years of experience in the finance industry.

6
John S. Adams
CRD#: 3082718
2200 Century Parkway, Suite 750, Atlanta, GA 30345
93
Wealthminder
score

John Adams (CRD# 3082718) is an Investment Advisor Representative working at Wellspring Planning Group LLC in Atlanta, GA and has over 18 years of experience in the finance industry.

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