Advisor at Wellspring Financial Partners
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Firm
Wellspring Financial Partners
Location
North Salt Lake, UT
Credentials
CFP®, ChFC®, Series 66
Industry experience
4 years
Jacob Lingard is a CFP®, ChFC®, and holds a Series 66 license with four years of industry experience. He has worked at Wellspring Financial Partners since 2022 and previously spent 11 years at Deseret Mutual Benefit Advisors. Wellspring Financial Partners is a fee-only registered investment adviser serving individuals, including high-net-worth clients, as well as ERISA retirement plans, trusts, estates, and corporations. The firm emphasizes broad diversification and passive strategies through strategic asset allocation models using mutual funds and ETFs, managing over $1 billion in client assets across discretionary and non-discretionary accounts.
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.
North Salt Lake, UT
Arizona · Utah
Investment Metrics, Inc dba Wellspring Financial Partners
2022 - Present (4 years)
Deseret Mutual Benefit Advisors
2011 - 2022 (11 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
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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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