Spenser Liszt is a CFP-designated registered investment advisor at Motif Planning, based in Dallas, TX, with 6 years of industry experience. Spenser operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Athletes & Entertainers, Business Owners, Education Planning, Estate Planning, and 7 more.
Compensation
Firm Size
IM Fee
Fee Structure
Motif Planning charges a recurring fixed fee for ongoing financial planning services, ranging from $417 to $4,170 per month, depending on the client's needs and complexity. An initial fee of $1,500 to $25,000 covers the initial construction of the financial plan. Fees are negotiable.
Motif Planning charges either a fixed or hourly fee for project-based financial planning. Fixed fees range from $3,000 to $10,000. The hourly rate is $500. Fees are negotiable.
Contact
Spenser Liszt
Location
Dallas, TX
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Motif Planning
Previous Registrations
Paradigm Advisors, LLC
State Registrations1 state
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