Dell Spiva is a registered investment advisor at O'hagan Group, INC., based in Tampa, FL, with 6 years of industry experience. Dell operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Insurance Planning, Investment Management, Retirement Planning. Their firm serves 1,328 clients with $1B 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 $1.0M | 1.00% |
| $1M+ | 0.75% |
The Firm may negotiate a different fee rate for certain client holdings.
Fee Estimator
Location
Tampa, FL
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 ActivitiesSells Insurance
Dell is an insurance agent at Inertia Insurance Services, LLC, offering supplemental pilot disability and life insurance products, dedicating a few hours per week. Dell is also a pilot for United Airlines, taking about half of their time.
Employment History
Current Registrations
O'hagan Group, INC.
Previous Registrations
Arbor Point Advisors
Kms Financial Services, INC
State Registrations1 state
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.