WP
Wellspring Planning Group Llc
State-registered
Investment Adviser
CRD 283593
· Roswell, GA
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ADV data as of May 14, 2026
- Regulatory AUM
- —
- Discretionary
- —
- Clients
- 0
- Avg AUM / client
- —
- Accounts
- —
- Employees
- 10
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|
People (7)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Byron Lane Thorsen | Registered representative | CFP | May 2016 (10y) | |
| Gregory Allen Raabe | Registered representative | CFP Chartered Financial Consultant | Jun 2016 (10y) | |
| Brian Clifford Friedman | Registered representative | Chartered Financial Consultant | Jun 2016 (10y) | |
| John Stanford Adams | Registered representative | Jun 2016 (10y) | ||
| Stephen Thomas Herlihy | Registered representative | Jul 2016 (10y) | ||
| Joel Shelburn Tremmel | Registered representative | CFP | Dec 2016 (10y) | |
| Michael Patrick Callahan | Registered representative | Jul 2019 (7y) |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 05/14/2026 | 1.26 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
This firm answered "yes" to a disciplinary item on its latest filing. Detailed disclosure pages for this filing have not been imported yet — see the source filing below.
How they charge
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Other services
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: May 14, 2026.
View current Form ADV (SEC/IAPD) ↗