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Overview

Services

Advisor Services

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Funds

Funds Used With Clients

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Firm Client types

Qualifications

Experience

No timeline events available.
Employer Years Dates
Greenspring Wealth Management, Inc. 12 years, 1 month Oct 2005 - Present
Greenspring Wealth Management, Inc. 12 years, 1 month Oct 2005 - Present

Designations & Memberships

  • American Society of Pension Professionals & Actuaries
    Membership
    American Society of Pension Professionals & Actuaries
    The American Society of Pension Professionals & Actuaries is the premier educator and policy advocate for over 7,500 career professionals actively engaged in the retirement plan industry.
  • National Association of Independent Retirement Plan Advisors
    Membership
    National Association of Independent Retirement Plan Advisors
    The National Association of Independent Retirement Plan Advisors (NAIRPA) is a leader in the transformation of the national retirement system to improve transparency, effectiveness, and governance.
  • Accredited Investment Fiduciary
    Designation
    Accredited Investment Fiduciary
    The Accredited Investment Fiduciary® (AIF®) designation represents a thorough knowledge of and ability to apply the fiduciary practices.
  • Certified Financial Planner
    Designation
    Certified Financial Planner
    A standard certification for advisors, designees are exposed to nearly 100 topics on integrated financial planning. Major topics include, but not limited to: insurance, employee benefits, securities, state and federal tax, estate tax and planning, asset protection, etc.

Articles and Answers

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Answers

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Licenses & Conducts

SEC
U.S. Securities and Exchange Commission
  • license status
    Registered
  • disclosures
    None
  • as of date
    Nov 3, 2015
FINRA
FINRA
  • license status
    Not registered
  • disclosures
    None
  • as of date
    Sep 2, 2015
Review the status and details of the disclosures noted above using the SEC's Investment Advisor Public Disclosure website:

Assets

Greenspring Wealth Management, Inc.

Last updated on March 2, 2017
    • $2.3B
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 362
      Accounts
    • $6.4M
      Estimated Average Account Balance

Fees

Types of Compensation Arrangements

  • Percentage Of Assets
  • Hourly Charges
  • Subscription Fees
  • Fixed Fees