A complete list of active advisors currently associated with Springwater Advisors, LLC

Warmer can help you find a great advisor at Springwater Advisors, LLC or one who fits your needs even better.

Springwater Advisors provides discretionary portfolio management, portfolio consulting, and comprehensive financial and estate planning for individuals, families, high‑net‑worth clients and charitable organizations. The firm typically charges percentage‑of‑assets advisory fees and offers sub‑manager selection and monitoring as part of its service suite. Portfolios are managed with allocations among cash, equities and fixed income and the firm uses charting, fundamental, technical and cyclical analysis; it may also employ short‑term trading, options strategies and alternative investments when appropriate. Springwater operates a sub‑managed client program that places assets with third‑party sub‑managers after due diligence and discloses that it shares between 30% and 60% of its advisory fee with selected sub‑managers. Springwater is closely affiliated through common ownership with Herndon Plant Oakley Ltd., an affiliated broker‑dealer and registered investment adviser, and with affiliated insurance brokerage entities, which results in transaction‑related revenue sharing (including sweep interest, transaction fees and mutual fund distribution/12b‑1 and insurance commissions) that the firm discloses and monitors. The firm is a small, two‑advisor practice managing all client assets on a discretionary basis (approximately $75.5 million for about 25 clients) and documents current service to charitable organizations while indicating plans to expand its advisory client base.

To learn more about the advisors currently working at Springwater Advisors, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.