Spring Planning
Julia Chung, CFP, FEA, TEP (+ team)
CFP, FEA, TEP
Pricing
What they charge
- Financial Planning $9,750-$17,000 (corporations/trusts/cross-border)
- Annual Plan Review $2,500-$5,000
- Annual Income Planning $2,500-$6,000
- Active Business Support from $8,400
- Family Support from $11,500
Fees are listed as the firm states them. Confirm current pricing with the planner directly.
Fee model
Flat-fee, Subscription
Client minimum
No minimum
Coverage
BC · Virtual across Canada
Verified
June 2026
Why advice-only
Fees that don't grow with your savings
Illustration on a $500,000 portfolio growing 5% a year. Run your own numbers →
What you pay Spring Planning
Paid directly by you, for the advice and the plan.
What you never pay
- Product commissions
- A percentage of your portfolio
- Trailing fees on funds
- Sales loads or exit charges
Specialty
Areas of focus
High-complexity: corporations, trusts, cross-border, multi-generational family wealth/business
What's included
Services
Retirement, financial freedom, legacy/estate, education planning, cross-border (US persons), corporate & trust planning, family-enterprise succession
Work with Spring Planning
Advice-only and commission-free, CFP, FEA, TEP
Independently listed in our fee-only directory. Last checked June 2026.
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