Spiritus Financial Planning provides personalized financial planning and investment management services to individuals and small business owners. Their services include helping clients determine financial objectives, manage cash flow, plan for taxes, review insurance, manage investments, fund education, plan for retirement and estates, and plan for business succession. Spiritus Financial Planning is a fee-only firm, meaning they don't sell commissioned products or receive referral fees.
Assets Under Management$74M
Clients44
Advisors1
Avg. per Client$1.7M
Avg. per Advisor$74M
Fee Structure
Minimum Investment:$500K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K+ | 1.00% |
The annual fee may be negotiable. Accounts within the same household may be combined for a reduced fee.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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