SpringTru, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$28,858,140
Clients
39
44% 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
39
HighAverage account size
$739,952
About
The firm provides personalized financial planning and wealth management services to individuals, trusts, estates, charitable organizations, corporations, and other business entities. Services include written financial plans, discretionary portfolio management, trust-administration assistance, and guidance for held-away retirement and HSA accounts.
Investment advice is tailored to each client through information-gathering consultations that guide asset-allocation decisions and ongoing discretionary management; accounts are monitored continuously with formal reviews at least annually. The firm employs both fundamental and technical analysis, may recommend sub‑advisers for portions of portfolios, and uses an order‑management platform to implement tax‑efficient asset location and opportunistic rebalancing in held‑away accounts.
What is distinctive is the firm’s principal-level legal background in corporate and securities matters and involvement in related coaching and legal activities, along with associated insurance-licensing disclosures — an affiliation with legal and insurance services that is uncommon among peers. The firm also serves institutional clients such as corporations and charitable organizations in addition to individual clients, a practice that is relatively rare for independent advisers of this size.
Client services
Financial planning
Portfolio management
Selection of other advisers
Expertise
Wealth management
Tax-loss harvesting
General retirement planning
Charitable giving & philanthropy
Fee options
Negotiable fixed fee from $2,500 to $10,000 for stand-alone financial planning services
$0 - $1,000,000: 1.00% $1,000,001 - $3,000,000: 0.90% $3,000,001 - $5,000,000: 0.85% $5,000,001 - $10,000,000: 0.80% $10,000,001+: Negotiable
Certain associated persons are licensed insurance agents and earn commissions on insurance product sales separate from advisory fees
Up to $500 per hour for financial planning services
Account minimum: $1,500,000 Minimum fee: Negotiable fixed fee ranging from $2,500 to $10,000 (for stand-alone financial planning services) Fee-only: Fixed fee for financial planning services ($2,500 to $10,000) and hourly fees up to $500/hour
Main office location
SpringTru, LLC
Palm Beach Gardens FL, United States
Number of offices
1
Most active in
SpringTru, LLC has reported serving >5 clients in these states in the last 12 months.
California · Florida · Texas
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 active or affiliated with:
Lawyer
They provide legal services, typically billed separately.
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.
-
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.
Forms ADV
Quick links
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")