Spillane Financial Planning provides financial planning, investment management, and investment consulting services. Spillane Financial Planning works with clients to develop and implement their financial plans. The firm focuses on developing a Lifetime Spending Plan to help clients manage their savings, spending, and insurance needs. Spillane Financial Planning may recommend third-party professionals, but clients are not obligated to use them.
Assets Under Management$45M
Clients33
Advisors1
Avg. per Client$1.4M
Avg. per Advisor$45M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 0.85% |
| $250K - $500K | 0.75% |
| $500K - $1.0M | 0.65% |
| $1M+ | 0.50% |
The Client and the Advisor may agree to a negotiated quarterly fee in lieu of the standard blended fee described above. This may be a Fixed Quarterly Dollar Amount or a Fixed Quarterly Percentage. The negotiated fee may NOT exceed the standard blended fee.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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