Spencer Financial Planning, LLC
Assets Under Management
$14.1M
Number of Clients
19
Number of Advisors
1
Avg. Portfolio per Client
$741K
Avg. Managed per Advisor
$14.1M
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
About This Firm
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, debt management, investments, retirement, and estate planning. SFP also manages investment portfolios for clients. SFP offers both longer-term engagements like comprehensive financial planning and investment management, and shorter-term engagements like financial check-ups and jump start calls.
Fee Structure
Minimum Investment:None
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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Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingInsurance Planning
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Location
WA, United States
