Frances Spurry is a CFP-designated registered investment advisor at Tred Avon Family Wealth, LLC, based in Easton, MD, with 17 years of industry experience. Frances operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 88 clients with $470M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Annual fee ranges up to 1%.
Fee Estimator
Location
8603 Commerce Drive, Suite 7A, Easton, MD, 21601
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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.
Learn about disclosures →Employment History
Current Registrations
Tred Avon Family Wealth, LLC
Previous Registrations
Tred Avon Family Wealth, LLC
Tred Avon Family Wealth, LLC
Tred Avon Family Wealth, LLC
LPL Financial LLC
Uvest Financial Services Group, INC.
State Registrations3 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.