Bird Spring Financial LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
1
0% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
1
Very LowAverage account size
$0
About
The firm provides comprehensive financial planning to individuals (including high-net-worth clients), corporations and business owners, addressing areas such as cash flow, retirement, estate, tax planning, insurance, and business planning. It also offers educational seminars and makes tax preparation and representation available through an affiliated tax entity.
Rather than acting as an ongoing discretionary investment manager, the firm focuses on delivering written financial plans and investment analysis grounded in passive investment principles and fundamental analysis, with clients generally responsible for implementation unless other arrangements are made. Its engagements are billed on a project, hourly, or monthly subscription basis, and the firm does not accept percentage-of-assets-under-management fees or custody of client assets.
Noteworthy distinctions include the firm’s explicit use of a monthly subscription option — an uncommon billing model for independent advisers — and the firm’s lack of AUM-based compensation and investment management services. The brochure also discloses the principal’s multiple outside business activities, including a software company whose tools may be used for client work, a related-party tax-preparation affiliate, and a business-continuity plan that states the firm would be dissolved in the event of the principal’s death.
Client services
Financial planning
Portfolio management
Tax preparation and representation
Expertise
Business ownership considerations
Tax strategies for small businesses
Retirement income strategy
Cash flow / budgeting
College savings (529s, UTMA, etc.)
Occupation focus
Founder/Business Owner
Fee options
Fixed fees for financial planning range from $525 to $7,500
Hourly rates range from $350 to $500 per hour, negotiable
Monthly subscription fees range from $125 to $300 per month with a 12-month commitment
Minimum fee: Fixed fees range from $525 to $7,500, negotiable based on complexity Fee-only: Financial planning fees only; no commissions or asset-based fees
Main office location
Bird Spring Financial LLC
Las Vegas NV, United States
Number of offices
1
Most active in
Bird Spring Financial LLC has reported serving >5 clients in these states in the last 12 months.
Nevada
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
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