Martha Spano is a registered investment advisor at Osaic Wealth, INC., based in Irvine, CA, with 19 years of industry experience. Martha operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Investment Management, and 1 more. Their firm serves 574,829 clients with $200B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Osaic Wealth offers investment management through several platforms, including Advisor Managed Portfolios, Unified Managed Accounts, and Signator Managed Account Platform. Fees are negotiable and based on a percentage of the assets in your account. The fees cover advisory services, custodial services, and in some cases, transaction costs. Mutual funds and ETFs within these accounts have their own internal fees. Some programs have wrap accounts where all costs are bundled into one fee.
Location
2050 Main Street, Ste. 1250, Irvine, CA, 92614
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Martha is an investor in Financial Fitness Group, a research firm, since 2017. She is also an investor in Paw Power, a pet food research company, since 2020; neither activity requires any of Martha's time.
Employment History
Current Registrations
Osaic Wealth, INC.Broker
Gallagher Fiduciary Advisors, LLC
Previous Registrations
Triad Advisors LLCBroker
Bankers Life Advisory Services, INC.
Bankers Life Securities, INC.Broker
UBS Financial Services INC.
UBS Financial Services INC.Broker
Watson Wyatt Investment Consulting INC
Phoenix Equity Planning CorporationBroker
Ust Financial Services CORP.Broker
Scudder Investor Services, INC.Broker
Sei Financial Services CompanyBroker
State Registrations8 states
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.