SpringTru, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
The firm provides personalized financial planning and wealth management services to individuals, trusts, estates, charitable organizations, corporations, and other business entities. Services include written financial plans, discretionary portfolio management, trust-administration assistance, and guidance for held-away retirement and HSA accounts.
Investment advice is tailored to each client through information-gathering consultations that guide asset-allocation decisions and ongoing discretionary management; accounts are monitored continuously with formal reviews at least annually. The firm employs both fundamental and technical analysis, may recommend sub‑advisers for portions of portfolios, and uses an order‑management platform to implement tax‑efficient asset location and opportunistic rebalancing in held‑away accounts.
What is distinctive is the firm’s principal-level legal background in corporate and securities matters and involvement in related coaching and legal activities, along with associated insurance-licensing disclosures — an affiliation with legal and insurance services that is uncommon among peers. The firm also serves institutional clients such as corporations and charitable organizations in addition to individual clients, a practice that is relatively rare for independent advisers of this size.
Client services
Expertise
Fee options
Negotiable fixed fee from $2,500 to $10,000 for stand-alone financial planning services
$0 - $1,000,000: 1.00% $1,000,001 - $3,000,000: 0.90% $3,000,001 - $5,000,000: 0.85% $5,000,001 - $10,000,000: 0.80% $10,000,001+: Negotiable
Certain associated persons are licensed insurance agents and earn commissions on insurance product sales separate from advisory fees
Up to $500 per hour for financial planning services
Account minimum: $1,500,000 Minimum fee: Negotiable fixed fee ranging from $2,500 to $10,000 (for stand-alone financial planning services) Fee-only: Fixed fee for financial planning services ($2,500 to $10,000) and hourly fees up to $500/hour
Main office
Palm Beach Gardens FL
Advisors at this office
1
Most active in
California · Florida · Texas
Also doing business as
Investment Advisory Services Network, LLC · Springtru, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Lawyer
They provide legal services, typically billed separately.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
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