Advisor at Greenspring Advisors, 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.
Firm
Greenspring Advisors, LLC
Location
Lancaster, PA 17601
Credentials
CFP®, Series 66
Industry experience
8 years
Kristina Groff is a CFP® with eight years of industry experience, currently serving at Greenspring Advisors, LLC since 2022. Her prior roles include positions at Everence Trust Company, CONCOURSE Financial Group Securities Inc, and RBC Capital Markets. Greenspring Advisors serves individuals, trusts, estates, non-profits, corporations, and retirement plan sponsors by offering private money management, comprehensive wealth management, financial planning, and retirement plan consulting. The firm employs a disciplined investment process using fundamental, quantitative, and qualitative analysis and provides a notable range of fiduciary and non-fiduciary retirement plan services.
Based on Greenspring Advisors, LLC
Financial Planning fixed fees typically range from $2,000 to $150,000.
$0+: Up to 1.35% annually for Wealth Management Services (negotiable) $0 - $100 million: 0.05% for Plan-Level Discretionary Investment Management Services under Section 3(38) of ERISA $100 million - $250 million: 0.03% for Plan-Level Discretionary Investment Management Services under Section 3(38) of ERISA $250 million+: 0.01% for Plan-Level Discretionary Investment Management Services under Section 3(38) of ERISA
Financial Planning hourly fees range from $150 to $750 per hour.
Account minimum: $5,000 Minimum fee: Minimum annual fee of $5,000 for Wealth Management Services; minimum annual fee of $10,000 for Retirement Plan Consulting Services and Institutional Investment Consulting Services (exceptions may be granted). Fee-only: Financial Planning fees range from $2,000 to $150,000 (fixed fee) or $150 to $750 per hour (hourly rate).
300 Granite Run Drive, Suite 200
Lancaster, PA 17601
Pennsylvania
Greenspring Advisors, LLC
2022 - Present (4 years)
Everence Trust Company
2019 - 2022 (3 years)
(dba) EVERENCE
2019 - 2022 (3 years)
CONCOURSE FINANCIAL GROUP SECURITIES INC fka PROEQUITIES INC
2018 - 2022 (4 years)
Everence Trust Company
2018 - 2019 (1 year)
Everence
2018 - 2019 (1 year)
RBC Capital Markets
2016 - 2018 (2 years)
Emerald Asset Management
2016 - 2016 (1 year)
Nickel Mine Floor Covering
2015 - 2016 (1 year)
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
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.
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 63, Series 65
Lancaster, PA
Stahl Wealth Management, LLC
CFP®
Lititz, PA
Aries Financial Navigators, Inc.
Hi, I’m Ryan Kelly, founder & CEO of Aries Financial Navigators. I am a fee-only financial planner, investment manager, & tax professional based in Lititz, PA. After earning a Bachelor of Science degree in Economics from the Pennsylvania State University, I went on to become a CERTIFIED FINANCIAL PLANNER™ professional, the received the Chartered Retirement Planning Counselor™ designation from the College for Financial Planning, & the Accredited Investment Fiduciary® mark from the Center for Fiduciary Studies. I began my career in financial services in 2007, becoming a Registered Representative before transitioning to an independent multi-family office RIA in the Philadelphia area, where I focused on portfolio management & comprehensive financial planning for high-net-worth individuals & families. After specializing in planning areas including Social Security, Medicare, & in-depth tax planning & preparation, I moved back to my hometown of Lititz, PA to work with a local fee-only RIA focusing on retirees. In 2019, I started Aries Financial Navigators to bring my vision of the ideal client experience and service model to life. Serving as a consultant to my former colleagues, I am part of a collaborative team with decades of experience while maintaining flexibility & independence. Our mission is to partner with clients & deliver incredible value by providing the highest quality services & meaningful results.
Series 63, Series 65
Lancaster, PA
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Series 66
Lancaster, PA
Carriage Hill Investment Associates LLC
CFP®, Series 66
Lancaster, PA
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Series 65
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Strubel Investment Management, LLC
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