Springwater Wealth Management, LLC

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Client assets under management

$168,729,111

Clients

109

49% high-net worth

Advisors

of 2 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

Typical

Average account size

$1,547,973

About

Springwater Wealth Management serves individuals, families, trusts, estates, family businesses and retirement plan sponsors, managing roughly $204 million for about 109 client relationships. The firm offers financial planning, both discretionary and non-discretionary investment management, integrated wealth management, retirement plan consulting and custody-level reporting that can include assets not managed by the firm.

Springwater’s investment approach is grounded in Modern Portfolio Theory and typically employs 12 or more distinct asset classes with customized target allocations and an individualized Investment Policy Statement for each client. Portfolios are constructed primarily with asset-class-oriented mutual funds and ETFs—including institutional share classes and Dimensional Fund Advisors (DFA) funds—and are monitored for rebalancing and manager or style drift.

Compared with many peers, Springwater combines a relatively small advisor team with over $200 million in AUM and explicitly provides ERISA trustee-directed discretionary services, serving as an investment fiduciary for some retirement plans while also offering participant education and plan consulting. The firm also highlights operational features that may affect clients’ choices—use of DFA funds (which can restrict future purchases if clients leave the platform), custodial relationships through Schwab’s institutional services, and a stated policy of not recommending cryptocurrency.

Client services

Financial planning Portfolio management

Expertise

Wealth management Retirement plans for business owners (SEP, solo 401k) General retirement planning

Fee options

Fixed

Financial Planning initial plan fees: $5,000 to $10,000; Updates typically half initial plan fee

Percentage

$0 - $500,000: Flat fee of $4,000 per year (Investment Management) $500,000 - $2,000,000: 0.80% (Investment Management) $2,000,000 - $4,000,000: 0.65% (Investment Management) $4,000,000 - $6,000,000: 0.50% (Investment Management) $6,000,000+: 0.30% (Investment Management) $0 - $1,000,000: Flat fee of $9,000 per year (Wealth Management) $1,000,000 - $2,000,000: 0.90% (Wealth Management) $2,000,000 - $4,000,000: 0.75% (Wealth Management) $4,000,000 - $6,000,000: 0.60% (Wealth Management) $6,000,000+: 0.40% (Wealth Management)

Other

Account minimum: $1,000,000 Minimum fee: Wealth Management: $9,000 annual minimum fee below $1,000,000; Investment Management: $4,000 annual minimum fee below $500,000 Fee-only: Financial Planning initial plan fees: $5,000 to $10,000; Updates typically half initial plan fee

Main office location

Springwater Wealth Management, LLC

5335 Meadows Road, Suite 240

Lake Oswego OR 97035, United States

Number of offices

Most active in

California · Oregon · Washington

Disclosures

Business activities & affiliations

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.

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

LinkedIn Facebook X Website 888-998-4796

Advisors at this firm

Terence D

CFP®, ChFC®, Series 63, Series 65

Lake Oswego, OR

Springwater Wealth Management, LLC

Terence Donahe is a CFP® and ChFC® with 20 years of industry experience, currently serving at Springwater Wealth Management, LLC since 2013. He is also the managing member of Cascade Wealth Management, where he provides financial planning and investment advice to individuals, families, small businesses, and trusts. Springwater Wealth Management serves individuals, families, trusts, estates, family businesses, and retirement plan sponsors with comprehensive wealth management, investment management, and financial planning services. The firm employs a diversified investment approach grounded in Modern Portfolio Theory and uses institutional mutual funds and ETFs, managing approximately $169 million in client assets.

Wealth management Retirement plans for business owners (SEP, solo 401k) General retirement planning

James C

CFP®, Series 65

Lake Oswego, OR

Springwater Wealth Management, LLC

James Corbeau is a CFP® professional with 23 years of industry experience. He has been with Springwater Wealth Management, LLC since 2013 and also serves as president of Raven Wealth Management, Inc., where he provides financial planning and investment advice to individuals, families, small businesses, and trusts. Springwater Wealth Management serves individuals and families, including high-net-worth clients, as well as trusts, estates, family businesses, and retirement plan sponsors. The firm offers comprehensive wealth management and retirement plan consulting, managing approximately $169 million in client assets with an investment approach grounded in Modern Portfolio Theory and broad diversification across multiple asset classes.

Wealth management Retirement plans for business owners (SEP, solo 401k) General retirement planning

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