CRD: 164647
NEW Spring Financial Planning, LLC
$56.5M Total AUM
$0 Disc. AUM
-- 3Y CAGR
1 Employees
50 ADV. Clients
13 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท LPL Financial
- Clients
- Retail
- Platforms
- --
- Established Date
- 11-14-2012
- Office Locations
- 1
Office Locations
-- SAN Ramon CA
About NEW Spring Financial Planning, LLC
New Spring Financial Planning is a fee-only, hourly firm delivering comprehensive financial planning and investment advice geared toward financial independence and risk management. The firm does not sell insurance or charge AUM-based fees, and works without long-term contracts or account minimums. Public filings indicate ETF-heavy portfolios and relationships with Schwab and LPL.
Team overview
-- AVG AGE
$56.5M AVG AUM / ADVISOR
$1.1M AVG AUM / CLIENT
13.7 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
13yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
Asset Classes
Available
Client Personas
Available
Investment Themes
Available
Investment Vehicles
Available
Platform
Available
Services
Available
Owner & Executives
S
SARAH YEHSUEH HUANG
Chief Compliance Officer, Chief Investment Officer, Owner
- CRD
- #2579978
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $56,477,307 | -- |
| Total | $56,477,307 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Public Funds:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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