Joseph Spano
Joseph Spano is a registered investment advisor at The Spano Group Wealth Managers, based in President & Ceo, WV, with 30 years of industry experience. Joseph operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 2 more. Their firm serves 14 clients with $1M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
The Spano Group charges a negotiable annual fee for managing your money, ranging from 0.50% to 3.00% of your account, depending on its size and complexity. This fee is paid quarterly, at the beginning of each quarter. If The Spano Group helps you select other money managers, those managers pay The Spano Group a portion of the fees you generate; you do not pay directly for this service.
Location
Meadowlark Drive, 50, President & Ceo, WV, 25545
Get directionsHistory
Regulatory History (4)
Customer Dispute
December 2017Employment Separation After Allegations
February 2015Employment Separation After Allegations
March 2009Customer Dispute
October 2008Other Business ActivitiesSells Insurance
Joseph is involved with Lone Cedar, LLC, a real estate holding company, dedicating minimal time to it. He also sells annuities and life insurance through Federal Benefit Consulting LLC, dedicating about a quarter of his time.
Employment History
Current Registrations
The Spano Group Wealth Managers
Previous Registrations
Jondaknows Financial Group, INC.
Freedom Financial Advisors, LLC
Patriot Financial Consulting
Lombard Securities IncorporatedBroker
Transamerica Financial Advisors, INC.
Transamerica Financial Advisors, INCBroker
Transamerica Financial Advisors, INC.
Transamerica Financial Advisors, INCBroker
Cetera Advisors LLC
Cetera Advisors LLCBroker
Investors Capital Advisory
Investors Capital CORP.Broker
Voya Financial Advisors, INC.
Voya Financial Advisors, INC.Broker
VALIC Financial Advisors, INC.
VALIC Financial Advisors, INC.Broker
Aig Retirement Advisors, INC.Broker
Metlife Securities INC.
Metlife Securities INC.Broker
Metropolitan Life Insurance CompanyBroker
Citistreet Financial Services LLC
Citistreet Equities LLCBroker
Metropolitan Life Insurance CompanyBroker
Metlife Securities INC.Broker
Pruco Securities CorporationBroker
Equity Services, INC.Broker
MML Investors Services, INC.Broker
Massachusetts Mutual Life Insurance CompanyBroker
Equity Services, INC.Broker
Equico Securities, INC.Broker
The Equitable Life Assurance Society of the United StatesBroker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.