Important Forms

Please select the appropriate link below for a copy of our disclosure document, confidential questionnaire for new clients, and risk tolerance assessment form.  For your convenience, the documents will open in a new browser window.

Form CRS
Springwater’s Form CRS Relationship Summary

Form ADV 2A
Springwater’s ADV 2A Disclosure Brochure

Fee Schedule for New Clients
Our fee schedule for new Springwater clients

Client Questionnaire
Our standard information and data-gathering resource, in a fillable PDF format

Risk Tolerance Assessment
Our risk tolerance assessment form