Kathryn
Madzsar
Wellspring Financial Advisors, LLC
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About this Advisor
Kathryn Madzsar is a certified financial planner working in Cleveland, Ohio who has 5 years of relevant experience. Madzsar works at Wellspring Financial Advisors, LLC. Over the course of their career, Madzsar has held roles at Wellspring Financial Advisors and Wellspring Financials Advisors. Madzsar is able to advise clients in Ohio. Wellspring Financial Advisors, LLC is an advisory business operating out of Cleveland, OH. It handles $2 billion in total assets among its 1,186 customer accounts, placing it among the biggest investment advisory firms in the country by assets under management. The firm serves five charitable organizations. Of its 1,186 client accounts, 75% belong to high-net-worth individuals who have greater than $1 million in assets. The advisory firm provides a number of services, such as financial planning services, portfolio management for individuals and small businesses, selection of other advisers and other services. Financial advisory fee schedules largely are based on the type of services offered. Fees charged by Wellspring Financial Advisors, LLC likely are comprised of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Wellspring Financial Advisors, LLC Brokerage Details
$2,346,769,355
21
1,186
$1,978,726
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Other
Kathryn Madzsar Work History
Kathryn has been registered as a financial advisor for 5 years.*
Wellspring Financial Advisors
Wellspring Financial Advisors
Wellspring Financials Advisors
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Kathryn Madzsar to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Wellspring Financial Advisors, LLC
Cleveland, OH
Cleveland, OH
Cleveland, OH
Cleveland, OH
Cleveland, OH
Cleveland, OH
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
