Austin, TX Southwest Parkway logo

Austin, TX Southwest Parkway Office

Team
Updated today
BlueSpring Wealth Management, LLC logo

BlueSpring Wealth Management, LLC

Multi-team

Firm-wide stats for BlueSpring Wealth Management, LLC

Total advisors

46

Across 6 offices

Clients per advisor

69 High

Avg AUM per client

$1,569,924 High

HNW client ratio

40% High

About

Vector serves individuals, business owners, trusts and estates, and pension and profit‑sharing plans, offering discretionary and limited non‑discretionary investment management, financial planning, and retirement plan consulting. The firm also recommends independent managers and, for accredited investors, private placement opportunities when consistent with client objectives.

Vector’s investment process is overseen by an Investment Committee and emphasizes a customized, iterative investment policy developed with clients through its proprietary Sojourn™ application rather than a survey‑driven risk questionnaire. Portfolios combine mutual funds, ETFs, individual securities, derivatives and independent managers, and the firm offers specialized services such as custom option overlay and hedging strategies for concentrated positions.

Distinctive features disclosed in the brochure include an affiliation with Arden Trust Company, providing an affiliated trustee option, and explicit institutional retirement plan work in which Vector can act as an ERISA fiduciary to plan sponsors. The firm also discloses its referral and marketing arrangements — including participation in the Schwab Advisor Network and payment to promoters — and documents written thresholds (a $500,000 account minimum and a suggested $250,000 minimum per concentrated position overlay) that reflect a primarily higher‑net‑worth and institutional client focus.

Based on BlueSpring Wealth Management, LLC

Expertise

Concentrated stock management Options & derivatives strategies Private / alternative investments

Based on BlueSpring Wealth Management, LLC

Occupation focus

Founder/Business Owner Retired

Based on BlueSpring Wealth Management, LLC

Location

5707 Southwest Parkway, Bldg 2 Ste 401

Austin TX 78735

Advisors at this office

12

Advisors at this office

user avatar

Christopher E

CFP®, Series 63, Series 66

Austin, TX

BlueSpring Wealth Management, LLC

Christopher Entringer is a CFP® professional with 22 years of industry experience, currently associated with BlueSpring Wealth Management, LLC in Austin, TX. His prior experience includes roles at Kestra Financial Inc., Ritter Daniher Financial Advisory, and Hickory Asset Management. He is a part owner and investor in a limited liability company that holds residential real estate. BlueSpring Wealth Management serves individuals, business owners, trusts, estates, and retirement plans with investment management, financial planning, and consulting services. The firm employs a customized investment approach supported by a dedicated Investment Committee and offers specialized strategies such as option overlays and hedging for concentrated portfolios.

Concentrated stock management Options & derivatives strategies Private / alternative investments Founder/Business Owner Retired
user avatar

Kyle F

Series 63, Series 65

Austin, TX

BlueSpring Wealth Management, LLC

Kyle Faszholz is a financial advisor with BlueSpring Wealth Management, LLC in Austin, TX, holding Series 63 and Series 65 licenses and having 15 years of industry experience. His previous roles include positions at Kestra Financial Inc., LPL Financial LLC, and ENVESTNET ASSET MANAGEMENT. BlueSpring Wealth Management serves individuals, business owners, trusts, estates, and retirement plans, offering investment management, financial planning, and retirement plan consulting with a customized approach that combines various investment vehicles and specialized strategies.

Concentrated stock management Options & derivatives strategies Private / alternative investments Founder/Business Owner Retired
user avatar

Jeffrey D

CFP®, Series 63, Series 65

Austin, TX

BlueSpring Wealth Management, LLC

Jeffrey Daniher is a CFP® with 23 years of industry experience. He is currently affiliated with BlueSpring Wealth Management, LLC and has previously worked at Kestra Financial Inc. and Ritter Daniher Financial Advisory LLC. Vector serves individuals, business owners, trusts and estates, and pension and profit-sharing plans with investment management, financial planning, and retirement plan consulting. Their investment process uses a customized policy developed through a proprietary application and incorporates a range of securities and strategies, including specialized option overlays and hedging for concentrated positions.

Concentrated stock management Options & derivatives strategies Private / alternative investments Founder/Business Owner Retired
user avatar

Daniel C

CFP®, Series 65

Austin, TX

BlueSpring Wealth Management, LLC

Daniel Czulno is a CFP® professional with 12 years of experience in financial advising. He is currently affiliated with BlueSpring Wealth Management, LLC and has previously worked at Kestra Investment Inc., Joule Financial LLC, and Tatro Capital LLC. BlueSpring Wealth Management serves individuals, business owners, trusts and estates, and pension and profit-sharing plans, offering investment management, financial planning, and retirement plan consulting. The firm’s investment process is overseen by an Investment Committee and emphasizes a customized approach that includes mutual funds, ETFs, individual securities, derivatives, and independent managers.

Concentrated stock management Options & derivatives strategies Private / alternative investments Founder/Business Owner Retired
user avatar

John R

CFP®, Series 63, Series 65

Austin, TX

BlueSpring Wealth Management, LLC

John Ritter is a CFP® professional with 23 years of industry experience, currently affiliated with BlueSpring Wealth Management, LLC in Austin, TX. His prior work includes roles at Kestra Financial Inc. and as principal of Ritter Daniher Financial Advisory, LLC for over two decades. Vector serves individuals, business owners, trusts, estates, and pension and profit-sharing plans by offering discretionary and limited non-discretionary investment management, financial planning, and retirement plan consulting. The firm employs a customized investment process using its proprietary Sojourn™ application and provides specialized services such as custom option overlays and hedging strategies for concentrated positions.

Concentrated stock management Options & derivatives strategies Private / alternative investments Founder/Business Owner Retired
user avatar

Michele D

CFP®

Austin, TX

BlueSpring Wealth Management, LLC

Michele Daniher is a CFP® with 10 years of experience in financial advisory. She is currently with BlueSpring Wealth Management, LLC and previously worked at Kestra Financial Inc. and Ritter Daniher Financial Advisory, LLC. Vector serves individuals, business owners, trusts, estates, and pension and profit-sharing plans through discretionary and limited non-discretionary investment management, financial planning, and retirement plan consulting. The firm’s investment process includes a customized policy developed with clients, combining various securities and specialized strategies, and it offers institutional retirement plan services and trustee options through an affiliated trust company.

Concentrated stock management Options & derivatives strategies Private / alternative investments Founder/Business Owner Retired
user avatar

John R

Series 65

Austin, TX

BlueSpring Wealth Management, LLC

John Ritter is a financial advisor at BlueSpring Wealth Management, LLC in Austin, TX, holding a Series 65 designation and having one year of industry experience. His prior experience includes roles at Kestra Financial Inc., Ritter Daniher Financial Advisory LLC, and Westpoint Financial Group. BlueSpring Wealth Management serves individuals, business owners, trusts and estates, and pension and profit-sharing plans, providing investment management, financial planning, and retirement plan consulting. The firm emphasizes a customized investment approach overseen by an Investment Committee and offers specialized strategies, including custom option overlays and independent manager recommendations.

Concentrated stock management Options & derivatives strategies Private / alternative investments Founder/Business Owner Retired
user avatar

Logan G

CFP®, Series 65

Austin, TX

BlueSpring Wealth Management, LLC

Logan Gilland is a CFP® with five years of industry experience, currently advising at BlueSpring Wealth Management, LLC. His prior experience includes roles at Kestra Financial Inc. and Joule Financial, as well as a year at GE Aviation. Vector serves individuals, business owners, trusts and estates, and retirement plans with investment management, financial planning, and consulting services. The firm employs a customized investment approach overseen by an Investment Committee and offers specialized strategies including option overlays and hedging for concentrated positions.

Concentrated stock management Options & derivatives strategies Private / alternative investments Founder/Business Owner Retired
user avatar

Ronda K

CFP®, Series 66

Austin, TX

BlueSpring Wealth Management, LLC

Ronda Koehler is a Certified Financial Planner® with 23 years of industry experience. She is currently with BlueSpring Wealth Management, LLC and previously worked for Kestra Financial Inc. and Ritter Daniher Financial Advisory, LLC. BlueSpring Wealth Management serves a diverse client base including individuals, business owners, and pension plans, offering discretionary and limited non-discretionary investment management along with financial planning and retirement consulting. The firm utilizes a customized investment process supported by an Investment Committee and specializes in portfolios combining multiple asset types and strategies.

Concentrated stock management Options & derivatives strategies Private / alternative investments Founder/Business Owner Retired
user avatar

Ryan R

CFP®, Series 66

Austin, TX

BlueSpring Wealth Management, LLC

Ryan Robaugh is a CFP® licensed financial advisor with 14 years of industry experience. He is currently with BlueSpring Wealth Management, LLC and previously worked at Kestra Financial Inc., Ritter Daniher Financial Advisory LLC, and Hickory Asset Management. BlueSpring Wealth Management serves individuals, business owners, trusts and estates, and pension and profit-sharing plans, providing discretionary and limited non-discretionary investment management, financial planning, and retirement plan consulting. The firm emphasizes a customized investment approach overseen by an Investment Committee and offers specialized services including custom option overlay and hedging strategies.

Concentrated stock management Options & derivatives strategies Private / alternative investments Founder/Business Owner Retired
user avatar

John H

Series 66

Austin, TX

BlueSpring Wealth Management, LLC

John Hannan II is a financial advisor at BlueSpring Wealth Management, LLC with six years of industry experience. He holds the Series 66 designation and has previously worked at Kestra Financial Inc., Ritter Daniher Financial Advisory LLC, Fidelity Brokerage Services LLC, and Western & Southern Financial Group. Vector serves individuals, business owners, trusts, estates, and pension and profit-sharing plans by providing discretionary and limited non-discretionary investment management, financial planning, and retirement plan consulting. The firm emphasizes a customized investment policy developed through its proprietary Sojourn™ application and offers specialized strategies including custom option overlays and hedging for concentrated positions.

Concentrated stock management Options & derivatives strategies Private / alternative investments Founder/Business Owner Retired
user avatar

Allison H

Series 65

Austin, TX

BlueSpring Wealth Management, LLC

Allison Howard is a financial advisor at BlueSpring Wealth Management, LLC with two years of industry experience. She has previously worked at Kestra Financial Inc., Joule Financial, and Radwan, Brown & Company. Prior to her advisory career, she spent seven years at Chick-fil-A. BlueSpring Wealth Management serves individuals, business owners, trusts, estates, and pension and profit-sharing plans, offering investment management, financial planning, and retirement plan consulting tailored to higher-net-worth and institutional clients. The firm employs a customized investment approach overseen by an Investment Committee and provides specialized services including option overlay and hedging strategies.

Concentrated stock management Options & derivatives strategies Private / alternative investments Founder/Business Owner Retired
View complete list of advisors at this office
Warmer team member

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. (“Warmer”)