Advisor at Wellspring Financial Partners
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Firm
Wellspring Financial Partners
Location
San Ramon, CA
Credentials
Series 65
Industry experience
< 1 year
Jacob Edwards is a financial advisor at Wellspring Financial Partners with a Series 65 designation. He has been with Wellspring since 2023 and has prior experience at Liquitech Fire Solutions and Frontline Wildfire Defense. Before his roles in the private sector, he worked at UC Davis from 2012 to 2018. Wellspring Financial Partners is a fee-only registered investment adviser serving individuals, including high-net-worth clients, ERISA retirement plans, trusts, estates, and corporations. The firm focuses on strategic asset allocation using broadly diversified mutual funds and ETFs, employing passive strategies and periodic rebalancing, and manages over $1 billion in client assets.
Based on Wellspring Financial Partners
Based on Wellspring Financial Partners
Fixed fees up to $320 for financial planning; $0 to $5,000/year for employee financial wellness training.
$0 - $1,500,000: 0.99% annually $1,500,000.01 - $2,500,000: 0.85% annually $2,500,000.01 - $3,500,000: 0.60% annually $3,500,000.01 - $5,000,000: 0.40% annually $5,000,000.01+: 0.25% annually
$300 per hour for consulting and financial planning services beyond standard offerings.
Fee-only: Fee-only investment advisory services; no commissions accepted.
San Ramon, CA
Arizona · California
Wellspring Financial Partners
2023 - Present (3 years)
Liquitech Fire Solutions
2022 - 2023 (1 year)
Frontline Wildfire Defense
2018 - 2022 (4 years)
UC Davis
2012 - 2018 (6 years)
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Accountant / CPA / tax prep
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Lawyer
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Real estate agent
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Other specialized services
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