Steven Spalding is a registered investment advisor at Spalding, Steven, based in Palm Beach Gardens, FL, with 4 years of industry experience. Steven operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Tax Planning.
Compensation
Firm Size
IM Fee
Fee Structure
- Financial plans and consulting services are charged hourly at $150/hour.
- Flat fees for financial plans range from $2,000 to $20,000, depending on the complexity of the engagement. Fees may be lower at the advisor's discretion.
- In certain cases, consulting fees may be calculated as a percentage of assets.
Location
Palm Beach Gardens, FL
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Steven is a managing partner at Crossing Gaps LLC, a marketing and data science consultancy, since 2008. He dedicates nearly full-time hours to managing the consultancy and about a third of his time to trading hours.
Employment History
Current Registrations
Spalding, Steven
State Registrations1 state
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