NEW SPRING FINANCIAL PLANNING, LLC

NEW SPRING FINANCIAL PLANNING, LLC is an SEC-registered investment adviser (CRD 164647). Regulatory assets under management: $56.5M.

Registration

• CRD: 164647
• Type: Registered investment adviser
• Phone: 925-327-1010
• Latest filing: 2026-03-26
• Regulatory AUM: $56.5M
• Non-discretionary AUM: $56.5M
• Clients: 1
• Accounts: 86

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 164647 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search