Spartan Planning Group is a registered investment advisor based in Greensboro, North Carolina, that offers integrated financial planning and asset management services. Spartan Planning Group tailors its investment advice to the specific goals, risk tolerance, and time horizon of each client, utilizing internal model portfolios primarily consisting of exchange-traded funds, mutual funds, and individual equities. The firm emphasizes a holistic financial planning process that covers the six core steps established by the Certified Financial Planner Board of Standards, guiding clients through ongoing monitoring and mid-course corrections over their lifetimes. Spartan Planning Group also provides specialized services such as management of held-away retirement accounts through third-party platforms and pension consulting for employee benefit plans. The firm serves individuals, families, small businesses, trusts, and estates, with a typical client portfolio ranging from $500,000 to $10,000,000.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $3.0M | 0.95% |
| $3.0M - $5.0M | 0.75% |
| $5M+ | 0.55% |
Minimum annual fee is $6,000. Held-away company plans have an additional 0.10% fee. Households under $500,000 are charged an additional 0.25% fee. Fees are negotiable for existing relationships or if a client is widowed.