Thurston Springer Advisors
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$5,409,295,007
Clients
4,429
Advisors
93
across 28 offices
About
Thurston Springer serves individual and high‑net‑worth clients as well as corporations, foundations, estates and employer‑sponsored retirement plans. It provides comprehensive financial planning, portfolio management, fee‑based consulting and wrap‑program options (including the Compass Account), and offers ERISA 3(21) and 3(38) fiduciary services for plan sponsors.
Advisory services are tailored to client goals and may be managed discretionarily through firm programs, with IARs setting account restrictions and conducting periodic reviews. Investment analysis combines charting, fundamental, technical and cyclical methods and supports both buy‑and‑hold allocation approaches and more active strategies such as the Tactical Momentum and Earnings Momentum models, which involve higher turnover.
Noteworthy distinctions include the firm’s integration with affiliated entities: many IARs are registered representatives of affiliated broker‑dealer Thurston Springer Financial and are licensed insurance agents who may effect commissionable brokerage and insurance transactions through affiliated agencies (Thurston Springer Insurance and Top Advisors Group). The firm also works with institutional plan sponsors (including banking or thrift clients), is affiliated with truEdge and related private‑fund arrangements, and discloses custodial sweep, platform support and placement‑fee relationships and supervisory controls intended to address the resulting conflicts of interest.
Client services
Expertise
Occupation focus
Fee options
Fixed fees for financial planning, consulting and employer-sponsored plan services, agreed in writing before services start.
0.25% to 2.50% annually depending on program, services, account size and negotiated rate
Advisory firm’s affiliated broker-dealer receives commissions on brokerage and insurance products separate from advisory fees.
Up to $250 per hour for financial planning, consulting and employer-sponsored plan services.
Account minimum: $7,500 to $25,000 depending on the program; PIM, CustomChoice and PAN have no program minimum; other services have no minimum. Exceptions possible at firm's discretion. Fee-only: Financial planning and consulting fees charged at hourly rate up to $250 or fixed fee, agreed in writing before services start.
Main office
See office9000 Keystone Crossing, Seventh Floor
Indianapolis IN 46240
Advisors at this office
23
Offices (28)
Indianapolis, IN Keystone Crossing
9000 Keystone Crossing Seventh Floor, Indianapolis, IN 46240
23 advisors
Bloomfield Hills, MI
39520 Woodward Ave, Bloomfield Hills, MI 48304
11 advisors
Oklahoma City, OK 3401 NW 63rd Street
3401 NW 63rd Street Suite600, Oklahoma City, OK 73116
9 advisors
Tyler, TX
821 ESE Loop 328 Ste 110, Tyler, TX 75701
8 advisors
Fort Lauderdale, FL
1508 E Las Olas Boulevard Suite A, Fort Lauderdale, FL 33301
5 advisors
Most active in
Alabama · Alaska · Arizona · Arkansas · California · Colorado · Connecticut · Delaware · District of Columbia · Florida · Georgia · Idaho · Illinois · Indiana · Iowa · Kansas · Kentucky · Louisiana · Maryland · Michigan · Mississippi · Missouri · Montana · New Jersey · New Mexico · New York · North Carolina · Ohio · Oklahoma · Oregon · Pennsylvania · South Carolina · South Dakota · Tennessee · Texas · Utah · Virginia · Washington · West Virginia · Wisconsin · Wyoming
Also doing business as
Adams County Financial Resources · Alpha Pointe Capital · American Pension Advisors · Ann A. Moore Financial Management · Ap Capital Management · Ascend Wealth · Badders & Moore Wealth Management Of Trinity Capital · Bct Financial · Buchanan Wealth Management Of Trinity Capital Management · Cerulean Capital Management, LLC · Chiddister Financial Associates · Cohen Capital Management Group · Conservation Wealth Management · Damer Wealth Management · Elias Financial Network LLC · Fratarcangeli Wealth Management · G & M Investment Group · Hns Advisors · Holcomb Wealth Management · Integrity Wealth Solutions · Investment Strategies · J. Simon & Company · Jks Investment Group · John Kerr Financial · Landmark Financial Services · Lavelle Financial · Moran Wealth Management · North Star Financial · Ontrack Capital Management · Principia Private Wealth · Retirement And Estate Planning Services · Smith Wealth · Sprawls Financial · T.S. Phillips Investments · Targeted Retirement Strategies · The Baldassari Group · The Barthel Agency · The Patzer Group Wealth Management · Thorson Tax & Financial · Thurston Springer Advisors · Thurston Springer Advisors, LLC · Thurston Springer Financial · Thurston Springer Retirement Services · Trinity Capital Management · Vantage Wealth Management · Walker Investments · Wesley Bates Wealth Management
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:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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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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Lawyer
They provide legal services, typically billed separately.
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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.
Advisors at this firm
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