Brian Spahr is a CFP-designated registered investment advisor at Spahr Financial Group, LLC, based in Huntington Beach, CA, with 23 years of industry experience. Brian operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 85 clients with $26M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.20% |
| $500K - $2.0M | 1.00% |
| $2M+ | 0.80% |
Fees are negotiable and may vary among clients. SFG can charge a Program Fee which includes an initial one-time setup, implementation, and program fee of 1.00% of the assets deposited or transferred into the account.
Fee Estimator
Location
18682 Beach Blvd., Ste. 235, Huntington Beach, CA, 92648
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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.
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Brian is the Owner, President, and CEO of Spahr Financial Group, LLC, a registered investment advisor, since 1992. He dedicates about three-quarters of his time to this business, focusing on all aspects of the RIA operation.
Employment History
Current Registrations
Spahr Financial Group, LLC
State Registrations1 state
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