Wellspring Planning Group LLC

Overview

Wellspring Planning Group LLC is a state registered investment adviser based in Roswell, GA, registered since 2016. It has 7 investment adviser representatives.

Employees

10

Advisory reps

7

Registered since

2016

Jurisdictions

2

As reported in the firm's May 2026 filing.

Contact

1 phone number on file

Practice

Services

• Financial Planning
• Other Advisory Services

Fee structure

Fixed Fees and Hourly Charges

Executive officers 2 of 2

• Byron Lane Thorsen Manager, Chief Compliance Officer CRD 1848011
• Gregory Allen Raabe Manager CRD 1550023

Advisory reps 3 of 7

• John S Adams Insurance Agent · Registered Rep · Investment Adviser Rep CRD 3082718
• Michael Patrick Callahan Insurance Agent · Registered Rep · Investment Adviser Rep CRD 4300313
• Brian Clifford Friedman Insurance Agent · Registered Rep · Investment Adviser Rep CRD 2316158

4 more advisory reps, with emails, phones and branch locations

Location

Headquarters

200 Mansell Ct E Ste 430
Roswell, GA 30076

County

Fulton

Metro area

Atlanta-Sandy Springs-Alpharetta, GA

Region

South

Registrations

• State registered
• Registered in 2 jurisdictions

Every state, with registration dates

Similar firms near Roswell

• Journey Beyond WealthRoswell, GA$25M AUM
• Commonwealth Financial Planners IncRoswell, GA$228M AUM
• Park Square Financial Group LLCRoswell, GA$219M AUM
• St. John & Associates, Inc.Roswell, GA$128M AUM
• Vickery Creek Capital ManagementRoswell, GA$95.2M AUM