Advisor at New Spring Financial Planning, 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
New Spring Financial Planning, LLC
Location
San Ramon, CA
Credentials
CFP®, Series 63, Series 65
Industry experience
31 years
Sarah Huang is a CFP® professional with 31 years of experience in the financial services industry. She is the owner and sole advisor at New Spring Financial Planning, LLC, an independent firm she has operated since 2012. Prior to founding New Spring, she worked at Purshe Kaplan Sterling Investments for 11 years. New Spring Financial Planning provides financial planning, investment management, and consulting services to individual investors, high net worth clients, trusts, estates, retirement plans, and business entities. The firm emphasizes customized, non-discretionary portfolio management with a disciplined, conservative, long-term approach based on client objectives and risk tolerance.
Fixed fees for financial planning services generally ranging from $1,500 to $4,000
$0 - $1,000,000: 1.5% per annum $1,000,000+: 1.0% per annum
NSFP and its employees receive commissions and other compensation for the sale of investment products as licensed insurance agents
Typically $200 per hour for financial planning services
Account minimum: $100,000 Minimum fee: Financial planning minimum fee of $1,500 Fee-only: Financial planning fees at $200 per hour or fixed fees ranging from $1,500 to $4,000 depending on scope and complexity
San Ramon, CA
California · Texas
Purshe Kaplan Sterling Investments
2013 - 2024 (11 years)
New Spring Financial Panning, Llc
2012 - Present (14 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
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.
CFP®, CFA®
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Dave's experience in investment management and financial planning uniquely position him to serve as his client's independent trusted advisor - a personal chief financial officer that can discreetly navigate the tides affecting your financial life. Professional highlights include portfolio management on Union Bank municipal investment team which earned recognition as the best in the industry by Barron's in 2008 and 2009; lead investment management responsibility at a $300M financial planning firm; and working with amazing entrepreneurs, executives, and families. David's education includes a Chartered Financial Analyst (CFA) designation, a Certified Financial Planning (CFP) designation, and a U.C. Berkeley bachelor's degree where he conducted a study on evidenced based investment management with Haas Professor of Investments David Distad. David launched PFM to continue building upon his vision of complete personal financial management: discreet and unwavering focus on how expert financial management can help a client achieve her goals. From setting and achieving goals, to preparing you for all of life's contingencies and investing for your future - David helps his client's understand what they should be doing, and then helps them get it done.
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