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Stanley Sprinkle

27 Years of Experience
Littleton, CO

Stanley Sprinkle is a registered investment advisor at Sprinkle Financial Consultants LLC, based in Littleton, CO, with 27 years of industry experience. Stanley operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning. Their firm serves 242 clients with $930M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3 advisors
Number of Clients
242 clients
Average Client Portfolio
$3.8M average
Assets Under Management
$926.1M

Fee Structure

Minimum Investment:$1M
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.50%

Fees range from 1.50% to 0.225% based on a graduated schedule set in the client agreement. Fees are negotiable based on account size, anticipated future assets, and complexity.

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

1520 West Canal Court, Suite 220, Littleton, CO, 80120

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History

Regulatory History
Clean regulatory record

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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Other Business Activities

Stanley is a board member, vice president, and treasurer for Anaconda Condominium Association, Inc., spending minimal time on board meetings, financial statement review, and budget preparation. He is also an LLC member of Trinity Resources LLC, an oil and gas extraction company, but has no duties associated with this role.

Employment History
Current Registrations
Sprinkle Financial Consultants LLC
January 1999 - Present · 27 yrs 9 mos
State Registrations2 states
COTX
Advisor

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.

Exams
No exam information available for this advisor.
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