TrueAdvisor
TrueAdvisor
CB
CFP
CB
CFP

Chad Brandon Bushon

Spg Advisors LLC
26 Years of Experience
1 Disclosure
View SEC Summary
View SEC Summary
Areas of Practice
Investment ManagementFinancial Planning & CoachingRetirement PlanningTax PlanningEstate PlanningHigh Net Worth
Spg Advisors LLC
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
8 advisors
Number of Clients
628 clients
Average Client Portfolio
$737K average
Assets Under Management
$462.8M

Fee Structure

Minimum Investment:$500K
Financial Planning:Included in AUM fee
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $1.0M1.00%
$1.0M - $3.0M0.50%
$3M+0.25%

These fees are for SPGA's portion only. Synergy Asset Management charges additional fees. Fees may be waived or reduced at SPGA's discretion.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—

Location

11411 NE 124th St, Suite 255, Kirkland, WA, 98034

Get directions

History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
August 2008
Settled
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
Spg Advisors LLC
May 2025 - Present · 9 mos
Previous Registrations
Joslin Capital Advisors LLC
March 2023 - March 2023 · 0 mos
Charles Schwab & CO., INC.Broker
January 2022 - March 2023 · 1 yr 2 mos
Charles Schwab & CO., INC.
January 2022 - March 2023 · 1 yr 2 mos
TD Ameritrade, INC.Broker
December 2015 - March 2023 · 7 yrs 3 mos
TD Ameritrade Investment Management, LLC
December 2015 - March 2023 · 7 yrs 3 mos
TD Ameritrade, INC.
December 2015 - October 2022 · 6 yrs 10 mos
Financial Advocates Investment Management
October 2014 - November 2015 · 1 yr 1 mo
LPL Financial LLCBroker
September 2014 - November 2015 · 1 yr 2 mos
Charles Schwab & CO., INC.
October 2005 - September 2014 · 8 yrs 11 mos
Charles Schwab & CO., INC.Broker
October 2005 - September 2014 · 8 yrs 11 mos
Harrisdirect LLC
October 2003 - October 2005 · 2 yrs
Harrisdirect LLCBroker
October 2003 - October 2005 · 2 yrs
Charles Schwab & CO., INC.Broker
August 1997 - October 2003 · 6 yrs 2 mos
State Registrations8 states
AZCACOFLIDORTXWA
Advisor
Exams
No exam information available for this advisor.