Spectrum Financial Strategies INC
Assets Under Management
N/A
Number of Clients
Not reported
Number of Advisors
1
Avg. Portfolio per Client
N/A
Avg. Managed per Advisor
N/A
Compensation
Fixed/Hourly
About This Firm
Spectrum Financial Strategies, Inc. provides financial planning and consulting services to individuals, trusts, estates, charitable organizations, corporations, and other business entities. Spectrum Financial Strategies may recommend third-party asset managers. Spectrum Financial Strategies does not manage assets directly.
Fee Structure
- Comprehensive financial plan — $450 to $4,500, depending on complexity and scope.
- Hourly consulting — $125 to $185 per hour.
One-Time Plan:$450 - $4,500
Hourly Rate:$125 - $185/hr
Areas of Practice
Financial Planning & CoachingTax PlanningEstate PlanningRetirement PlanningInvestment Management
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Location
2525 Whitney Avenue, Hamden, CT, 06518