Spectrum Financial Strategies offers financial planning and consulting services. They gather information about your financial situation and objectives to develop a written plan to help you achieve your goals. They also recommend third-party asset managers to manage your portfolio. Spectrum Financial Strategies shares in the fee you pay to the third-party asset manager.
Assets Under ManagementN/A
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
- Financial plans range from $450 to $4,500, depending on complexity and scope.
- Hourly consulting services are offered at a rate ranging from $125 to $185 per hour.
One-Time Plan:$450 - $4,500
Hourly Rate:$125 - $185/hr
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