startsContext, not a product pitch.Begin intake
What to expect
Every message is read personally. No coordinator queue or drip campaign.
Fee-only structure and fiduciary duty. Recommendations follow your plan, not a product list.
A first conversation does not commit you to becoming a client. We both decide if it fits.
The path
Full name, email, and what you are weighing. Optional fields cover capital range, priorities, and legacy goals.
We read your note and reply personally, usually within a few business days, to set up a time to talk.
By phone or video. We discuss goals, income needs, tax considerations, and values where relevant.
If you engage us, we review holdings, propose a tailored strategy, and open Interactive Brokers accounts for custodied assets when you are ready, with Charles Schwab as a backup when needed.
From Austin
Wellspring is intentionally small. I read every intake personally and respond myself. There is no handoff to a client services desk before we have spoken.
Use this form to describe your financial and legacy goals. If we work together, assets are held at Interactive Brokers, with Charles Schwab as a backup when needed, while I manage the portfolio under our fiduciary responsibility.
Austin Hilliker
Founder &
Tell us what you are weighing: portfolio analysis, income strategy, or values-aligned planning. We read every intake and reply personally.