Firm Information

Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
Number of Advisors
101 advisors
Number of Clients
4,342 clients
Average Client Portfolio
$912K average
Assets Under Management
$4.0B

Fee Structure

Minimum Investment:$25K
Financial Plan Fee:$1,500 - $25,000

Thurston Springer charges fees for ERISA fiduciary services based on the selected fee arrangement. These include one-time fees (ranging from $1,500 to $10,000), flat annual fees (ranging from $5,000 to $25,000 per year), and asset-based fees (ranging from 0.10% to 0.50% annually). The firm also charges fees for extra services such as 401(k) reviews, assessed hourly or by increasing the annual fee. Payment for advice can be billed at an hourly rate and may include such matters as working with family members, settling an estate, etc.

Areas of Practice
Retirement PlanningEstate PlanningInvestment Management
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Advisor Information

Office location

9000 Keystone Crossing, Seventh Floor, Indianapolis, IN, 46240

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Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Thurston Springer Financial
December 2023 - Present · 2 yrs 1 mo
Thurston Springer Advisors
December 2023 - Present · 2 yrs 1 mo
Thurston Springer FinancialBroker
December 2023 - Present · 2 yrs 1 mo
Previous Registrations
Wells Fargo Advisors Financial Network, LLC
April 2008 - January 2024 · 15 yrs 9 mos
Wells Fargo Advisors Financial Network, LLC Broker
April 2008 - January 2024 · 15 yrs 9 mos
Wachovia Securities, LLC Broker
January 2008 - July 2008 · 6 mos
Wachovia Securities, LLC
January 2008 - July 2008 · 6 mos
A. G. Edwards & Sons, INC.
February 2006 - January 2008 · 1 yr 11 mos
A. G. Edwards & Sons, INC.Broker
October 2005 - January 2008 · 2 yrs 3 mos
Edward Jones Broker
August 1999 - September 2005 · 6 yrs 1 mo
State Registrations52 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTWAWIWVWY
AdvisorBrokerBoth
Exams
No exam information available for this advisor.