A complete list of active advisors currently associated with Wellspring Investing

Warmer can help you find a great advisor at Wellspring Investing or one who fits your needs even better.

Wellspring Investing provides discretionary portfolio management, financial planning, and pension consulting to individuals, pension and profit‑sharing plans, charitable organizations, and business entities. The firm creates an Investment Policy Statement for each client and offers written pension consulting plans and ongoing monitoring for plan sponsors as part of its advisory services. The firm combines fundamental and technical analysis and pursues long‑term trading alongside options strategies, including covered and uncovered positions and spread strategies, with risk tolerances documented in each client’s Investment Policy Statement. In addition to individual portfolio management, pension consulting work can include identifying plan objectives, recommending money managers and other service providers, and monitoring investment options for plan participants. Compared with many independent advisers, Wellspring’s offering of pension consulting to retirement plan clients is a notable differentiation, and the firm provides these services on both fixed‑fee and asset‑based arrangements. Operationally, Wellspring requires clients to custody assets at specified custodians (Schwab Institutional or Interactive Brokers), may receive research or other soft‑dollar benefits from custodians, and does not aggregate trades for multiple client accounts, which can affect trade execution and pricing.

To learn more about the advisors currently working at Wellspring Investing, 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.

Name	Location	Years of experience
Austin Hilliker	Atlantic Mine, MI	1

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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.

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