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Thurston Springer Advisors

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Client assets under management

$1,999,235,421

Clients

5,600

39% high-net-worth

Advisors

91

of 93 employees

Firm type

Multi-team

30-300 advisors or >$3B in AUM

Clients per advisor

62

Typical

Average account size

$357,006

About

Thurston Springer Advisors serves a broad mix of individuals (including high-net-worth clients), corporations, charitable institutions, foundations, endowments, estates, and retirement plans, providing financial planning, portfolio management, retirement-plan consulting, and sub-advisory services. The firm also acts as an ERISA fiduciary and offers both non‑discretionary 3(21) and discretionary 3(38) retirement-plan investment manager services to plan sponsors.

The firm’s investment methods include Tactical Momentum and Earnings Momentum processes alongside charting, fundamental and technical analysis, and cyclical approaches; strategies implemented can include long and short positions, options, margin, and periodic model rebalancing across equities, fixed income, commodities, and regional indices. Thurston Springer operates wrap fee programs (including “Compass Account III”), can place client assets with third‑party managers, and generally manages accounts on a discretionary basis under its Compass agreements.

Compared with many enterprise peers, Thurston Springer maintains closer operating ties to broker‑dealer and insurance activities: it is affiliated with Thurston Springer Financial and related entities, and certain advisor representatives are licensed insurance agents who may receive commissions for insurance sales. The firm also documents relationships with financial institutions (including a networking arrangement that places representatives on institutional premises and references bank loan participations among its fixed‑income instruments), features that together reflect distribution and product relationships that are less common among large enterprise advisers.

Client services

Financial planning Portfolio management Selection of other advisers Educational seminars or workshops

Expertise

Wealth management General estate planning guidance General retirement planning Retirement plans for business owners (SEP, solo 401k)

Occupation focus

Founder/Business Owner Executive

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Fee options

Fixed

One-time fixed fees for limited-scope ERISA engagements ($1,500-$10,000) and flat annual fees ($5,000-$25,000) for fiduciary services

Percentage

$0 - $1,000,000: 0.10% to 1.00% $1,000,000 - $5,000,000: 0.10% to 0.70% $5,000,000 - $10,000,000: 0.10% to 0.50% $10,000,000 - $25,000,000: 0.01% to 0.25%

Commissions

Advisors may receive commissions for insurance product sales through affiliated broker-dealer

Project-based

Hourly consulting fees may be charged for additional services; amounts not specifically stated

Other

Account minimum: $25,000 Minimum fee: Minimum dollar fees range from $500 to $5,000 depending on asset level Fee-only: One-time fees from $1,500 to $10,000; flat annual fees from $5,000 to $25,000; asset-based fees 0.10% to 0.50% for ERISA fiduciary services

Main office location

Thurston Springer Advisors

9000 Keystone Crossing, Seventh Floor

Indianapolis IN 46240, United States

Number of offices

21

Most active in

Alabama · Alaska · Arizona · Arkansas · California · Colorado · Connecticut · Delaware · District of Columbia · Florida · Georgia · Idaho · Illinois · Indiana · Iowa · Kansas · Kentucky · Louisiana · Maryland · Michigan · Mississippi · Missouri · Montana · New Jersey · New Mexico · New York · North Carolina · Ohio · Oklahoma · Oregon · Pennsylvania · South Carolina · South Dakota · Tennessee · Texas · Utah · Virginia · Washington · West Virginia · Wisconsin · Wyoming

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Antonio P

Series 66

Rio Rancho, NM

Thurston Springer Advisors

Antonio Pacheco is a financial advisor at Thurston Springer Advisors with 23 years of industry experience. He holds a Series 66 designation and previously worked for Phillips Capital Advisors, Inc. and T S Phillips Investments Inc. for 20 years. He also operates a personal branding business under AP Capital Management, Inc. Thurston Springer Advisors serves a diverse client base including individuals, corporations, and institutions, offering financial planning, portfolio management, and retirement-plan consulting. The firm employs various investment strategies such as Tactical Momentum and Earnings Momentum, managing accounts primarily on a discretionary basis.

Wealth management General estate planning guidance General retirement planning Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
user avatar

Sara M

Series 63, Series 65

Indianapolis, IN

Thurston Springer Advisors

Sara Murans is a financial advisor with Thurston Springer Advisors in Indianapolis, IN, holding Series 63 and Series 65 licenses and eight years of industry experience. She has been with Thurston Springer Financial since 2017 and previously managed household financial matters for over a decade. Outside of advisory work, she is a 50% partner in RCR Development 238, LLC, which owns raw land. Thurston Springer Advisors serves a diverse client base, including individuals, corporations, and institutions, offering financial planning, portfolio management, and retirement-plan consulting. The firm employs a range of investment strategies such as Tactical Momentum and Earnings Momentum and manages accounts primarily on a discretionary basis.

Wealth management General estate planning guidance General retirement planning Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
user avatar

William S

Series 66

Tyler, TX

Thurston Springer Advisors

William Smith is a financial advisor at Thurston Springer Advisors with one year of industry experience. He holds a Series 66 credential and previously worked at Wells Fargo Advisors and as a contractor with Texas and Southern Farm Bureau Insurance. Smith continues to receive passive income from his former insurance business activities. Thurston Springer Advisors serves a diverse client base including individuals, corporations, and charitable institutions, offering financial planning, portfolio management, and retirement-plan consulting. The firm employs various investment strategies such as Tactical Momentum and Earnings Momentum and manages accounts primarily on a discretionary basis.

Wealth management General estate planning guidance General retirement planning Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
user avatar

James T

Series 63, Series 65, Series 66

Flower Mound, TX

Thurston Springer Advisors

James Turco is a financial advisor with Thurston Springer Advisors, holding Series 63, 65, and 66 licenses and five years of industry experience. His prior roles include positions at Wells Fargo Advisors and Wells Fargo Bank. Thurston Springer Advisors serves a diverse client base including individuals, corporations, charitable institutions, and retirement plans, offering financial planning, portfolio management, and retirement-plan consulting. The firm employs a range of investment strategies such as Tactical Momentum and Earnings Momentum processes, and manages accounts typically on a discretionary basis.

Wealth management General estate planning guidance General retirement planning Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
user avatar

Terry D

Series 63, Series 66

Brodheadsville, PA

Thurston Springer Advisors

Terry Danish is a financial advisor with Thurston Springer Advisors, holding Series 63 and Series 66 licenses and bringing 46 years of industry experience. He has been with Thurston Springer Miller Herd & Titak, Inc. since 2015. Thurston Springer Advisors serves a diverse client base including individuals, corporations, charitable institutions, and retirement plans, offering financial planning, portfolio management, and ERISA fiduciary services. The firm employs investment strategies such as Tactical Momentum and Earnings Momentum, utilizing a range of analytical approaches and instruments, and maintains closer ties to broker-dealer and insurance activities compared to many enterprise peers.

Wealth management General estate planning guidance General retirement planning Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
user avatar

Jason G

Series 66

Tyler, TX

Thurston Springer Advisors

Jason Grigsby is a financial advisor at Thurston Springer Advisors with 20 years of industry experience. He holds a Series 66 designation and has worked previously at Wells Fargo Advisors, Southside Investment Services, Southside Bank, and Raymond James Financial Services. Thurston Springer Advisors serves a diverse client base including individuals, corporations, charitable institutions, and retirement plans, offering financial planning, portfolio management, and retirement-plan consulting. The firm employs multiple investment strategies such as Tactical Momentum and Earnings Momentum and manages accounts primarily on a discretionary basis.

Wealth management General estate planning guidance General retirement planning Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
user avatar

David N

Series 63, Series 65

Richmond, VA

Thurston Springer Advisors

David Nystrom is a financial advisor at Thurston Springer Advisors with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Burgess Partners, LLC and Wells Fargo Advisors Financial Network LLC. He serves as treasurer for the Longwood University Trust and is a board member of the Brookfield Foundation, a nonprofit organization. Thurston Springer Advisors serves a diverse client base including individuals, corporations, charitable institutions, and retirement plans, offering financial planning, portfolio management, and retirement-plan consulting. The firm employs a variety of investment strategies such as Tactical Momentum and Earnings Momentum, and manages accounts on a discretionary basis through wrap fee programs and third-party managers.

Wealth management General estate planning guidance General retirement planning Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
user avatar

Richard P

Series 63, Series 65

Indianapolis, IN

Thurston Springer Advisors

Richard Parker is a financial advisor at TruEdge Asset Management LLC with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including T.S. Phillips Investments, Inc. and Thurston Springer Advisors. Outside of his advisory work, Parker serves as Chief Executive Officer of Financial Services Holdings, a holding company unrelated to investment activities, and is a finance committee member for JWAS, a nonprofit organization supporting underprivileged children. TruEdge Asset Management offers a turnkey asset management platform and discretionary investment advisory services to independent financial advisors and individual clients. The firm provides model-driven investment management with flexible options, digital advisory tools, and administrative support, and advises private pooled funds for accredited investors.

Wealth management General estate planning guidance General retirement planning Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
user avatar

Brian S

Series 63, Series 66

Indianapolis, IN

Thurston Springer Advisors

Brian Sullivan is a financial advisor at Thurston Springer Advisors in Indianapolis, IN, holding Series 63 and Series 66 licenses with 18 years of industry experience. He previously worked at Wells Fargo Advisors for nine years before joining Thurston Springer Financial in 2024. Thurston Springer Advisors serves a diverse client base including individuals, corporations, charitable institutions, and retirement plans, offering financial planning, portfolio management, and retirement-plan consulting. The firm employs a variety of investment strategies such as Tactical Momentum and Earnings Momentum, utilizing equities, fixed income, commodities, and regional indices, and manages accounts primarily on a discretionary basis.

Wealth management General estate planning guidance General retirement planning Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
user avatar

Jeannette A

Series 63, Series 65

Itasca, IL

Thurston Springer Advisors

Jeannette Adcock is a financial advisor with Thurston Springer Advisors, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. She has worked at David A. Noyes & Company since 2017 and previously spent 13 years at Wayne Hummer Investments. Thurston Springer Advisors serves a diverse client base including high-net-worth individuals, corporations, charitable institutions, and retirement plans, offering financial planning, portfolio management, and sub-advisory services. The firm employs a range of investment strategies such as Tactical Momentum and Earnings Momentum, combined with fundamental and technical analysis, and manages accounts primarily on a discretionary basis.

Wealth management General estate planning guidance General retirement planning Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
user avatar

Gabriele A

Series 63

Indianapolis, IN

Thurston Springer Advisors

Gabriele Allen is a financial advisor at Thurston Springer Advisors in Indianapolis, IN, with 32 years of industry experience. She has been with Thurston, Springer, Miller, Herd & Titak, Inc. since 1989. Outside of her advisory role, she is a sales executive for Green Organics International, a non-investment-related business. Thurston Springer Advisors serves a diverse client base including individuals, corporations, and institutional entities, offering financial planning, portfolio management, and retirement-plan consulting. The firm employs a range of investment strategies such as Tactical Momentum and Earnings Momentum, and manages accounts through discretionary and non-discretionary retirement-plan services.

Wealth management General estate planning guidance General retirement planning Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
user avatar

Dylan T

Series 66

Bloomfield Hills, MI

Thurston Springer Advisors

Dylan Truancelewis is a financial advisor at Thurston Springer Advisors with three years of industry experience. He holds the Series 66 designation and previously worked at Wells Fargo Advisors and DELRAY Systems LLC. In addition to his advisory roles, Dylan has experience in education at Oakland University and has worked in the food service industry. Thurston Springer Advisors serves a diverse client base including individuals, corporations, charitable institutions, and retirement plans, offering financial planning, portfolio management, and retirement-plan consulting. The firm employs a range of investment strategies such as Tactical Momentum and Earnings Momentum, managing accounts through discretionary and non-discretionary agreements.

Wealth management General estate planning guidance General retirement planning Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
user avatar

Terry H

Series 63, Series 65

Oklahoma City, OK

Thurston Springer Advisors

Terry Holcomb is a financial advisor with Thurston Springer Advisors based in Oklahoma City, OK, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has worked at T.S. Phillips Investments, Inc. since 2002 and Phillips Investment Consultants, LLC since 2001. Outside of his advisory role, he serves as treasurer for Phillips Securities Insurance Agency. Thurston Springer Advisors serves a diverse client base including individuals, corporations, and institutional clients, offering financial planning, portfolio management, and retirement-plan consulting. The firm employs a range of investment strategies such as Tactical Momentum and Earnings Momentum and manages accounts primarily on a discretionary basis through various programs and third-party manager placements.

Wealth management General estate planning guidance General retirement planning Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
user avatar

Christopher L

Series 63, Series 66

Indianapolis, IN

Thurston Springer Advisors

Christopher Lavelle is a financial advisor with Thurston Springer Advisors in Indianapolis, IN, holding Series 63 and Series 66 designations and five years of industry experience. He previously worked at MOBI Wireless Management from 2013 to 2016 and has been with Charles Schwab since 2016. Thurston Springer Advisors serves a diverse client base including individuals, corporations, and charitable institutions, offering financial planning, portfolio management, and retirement-plan consulting. The firm employs multiple investment strategies such as Tactical Momentum and Earnings Momentum and manages accounts through discretionary and non-discretionary arrangements.

Wealth management General estate planning guidance General retirement planning Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
user avatar

Tami B

CFP®, Series 66

Oklahoma City, OK

Thurston Springer Advisors

Tami Bearden is a CFP® and holds a Series 66 license with 20 years of industry experience. She has worked at Thurston Springer Advisors since 2024 and previously spent 19 years at T. S. Phillips Investments, Inc. in Oklahoma City, OK. Thurston Springer Advisors serves a diverse client base including individuals, corporations, charitable institutions, and retirement plans, offering financial planning, portfolio management, and retirement-plan consulting services. The firm employs a range of investment strategies such as Tactical and Earnings Momentum, fundamental and technical analysis, and manages accounts primarily on a discretionary basis.

Wealth management General estate planning guidance General retirement planning Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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