Spencer Financial Planning (SFP) offers financial planning and investment management services. SFP works with clients to develop and implement financial plans, covering areas like goal setting, career, spending, debt management, insurance, investments, tax planning, retirement, and estate planning. Investment management is offered as an optional service to financial planning clients. SFP may recommend Asset Dedication's investment strategies and services to clients.
Assets Under Management$14M
Clients19
Advisors1
Avg. per Client$740K
Avg. per Advisor$14M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1.0M - $2.0M | 0.65% |
| $2.0M - $3.0M | 0.35% |
| $3M+ | 0.25% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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