Advisor at Wellspring Wealth Management LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Alpharetta, GA 30009
Credentials
ChFC®, Series 63, Series 65
Industry experience
30 years
Dennis Wright is a ChFC® credentialed financial advisor with 30 years of industry experience. He is currently with Wellspring Wealth Management LLC, where he has worked since 2018, and has prior experience at LPL Financial and The Leaders Group Inc. Wright is also involved with Wellspring Associates, an insurance agency affiliated with his advisory firm. Wellspring Wealth Management serves individuals, high-net-worth clients, families, trusts, and select business or retirement entities with tailored wealth management and advisory services. The firm’s investment process includes oversight by an internal Investment Policy Committee and access to third-party wrap programs, combining advisory and broker/insurance relationships.
Based on Wellspring Wealth Management LLC
Based on Wellspring Wealth Management LLC
Based on Wellspring Wealth Management LLC
Financial Planning flat fees $0 to $100,000; Retainer Services flat fees $0 to $100,000 annually; Consulting Services flat fees $0 to $25,000
IARs may receive insurance and securities commissions separately from advisory fees
Consulting Services hourly rate ranges from $250 to $500 per hour
Account minimum: $1,000,000 Minimum fee: Portfolio Monitoring Service: $2,500 to $25,000 (flat fee) Fee-only: Financial Planning flat fees range from $0 to $100,000; Retainer Services flat fees range from $0 to $100,000 annually; Consulting Services hourly fees $250 to $500 per hour; Consulting Services flat fees $0 to $25,000
11720 Amber Park Drive, Suite 150
Alpharetta, GA 30009
Georgia
Wellspring Wealth LLC
2018 - Present (8 years)
Wellspring Wealth Management LLC
2018 - Present (8 years)
LPL Financial
2018 - Present (8 years)
The Leaders Group Inc
2016 - 2018 (2 years)
The Wellspring Group Llc
2009 - 2018 (9 years)
Wellspring Wealth Management LLC
2009 - 2016 (7 years)
Wellspring Associates
1994 - Present (32 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
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.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate 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.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 65
Duluth, GA
Stanhouse Financial Planning and Management, LLC
James Stanhouse is the sole advisor at Stanhouse Financial Planning and Management, LLC in Duluth, GA. He holds a Series 65 designation and has 16 years of industry experience. Since 2009, he has been preparing to start Oakworth, a separate business activity. Stanhouse Financial Planning and Management, LLC provides fee-only financial planning, investment advisory, and asset management services to individuals, families, small businesses, and trusts. The firm follows a long-term, buy-and-hold investment philosophy based on Modern Portfolio Theory and emphasizes low-cost, tax-efficient investment options.
Series 63, Series 65
Roswell, GA
Vickery Creek Capital Management
CFP®, Series 65
Duluth, GA
LifeWater Wealth Management
Fredrick Standfield is a CFP® with 17 years of industry experience, currently serving as the sole advisor at LifeWater Wealth Management in Duluth, GA. His prior work includes roles at Origin Financial, Liberate, Inc., and MANHEIM, Inc. LifeWater Wealth Management provides financial planning, portfolio and investment management, and separately managed portfolio access to individual, high-net-worth, and corporate clients. The firm employs a diversified investment approach based on modern portfolio theory, combining passive and active strategies with customized portfolio management and integrates bookkeeping and tax preparation services through third-party providers.
Series 65
Cumming, GA
VIVCAP LLC
Srinivasa Rao Katragadda is a financial advisor at VIVCAP LLC with four years of industry experience. He holds a Series 65 designation and previously worked at Fair Isaac Corporation (FICO) for three years. Outside of financial advising, he is president of Softoholic Systems, LLC, a software design and development firm he has led since 2003. VIVCAP LLC provides discretionary and non-discretionary asset management services to individuals, high-net-worth clients, and small businesses, managing approximately $24.8 million across about 50 accounts. The firm combines fundamental and technical analysis to focus on long-term growth opportunities and offers educational seminars to the public at no charge.
Series 65
Marietta, GA
AF Capital Management, LLC
Alex Foster is the sole advisor at AF Capital Management, LLC in Marietta, GA, holding a Series 65 credential with 16 years of industry experience. He has managed AF Capital Management since 2009 and also publishes a personal options trading blog at MyTradersJournal.com. AF Capital Management provides investment supervisory services, financial planning, and retirement-plan advisory to individuals, trusts, and business entities. The firm offers a range of account management plans from passive to actively managed strategies, incorporating fundamental, technical, and cyclical analysis, with portfolios that may include stocks, bonds, ETFs, margin positions, and various options strategies.
CFP®, ChFC®, Series 63
Atlanta, GA
McWilliams Financial Advisory Group LLC
Elbert Mcwilliams is a CFP® and ChFC® with 22 years of industry experience. He has led McWilliams Financial Advisory Group LLC since 2007. The firm serves a small client base including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. McWilliams Financial Advisory Group provides fee-based financial planning and consulting, referring clients to third-party money managers for investment management and offering educational seminars and workshops for the public.
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
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. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")
