SP Wealth Planning is a fee-only registered investment advisor that offers wealth management, investment management, and financial planning services. SP Wealth may recommend third-party professionals, but does not receive compensation from them. Investment management services are provided on a non-discretionary basis, meaning clients must approve each trade. Financial planning services cover areas like business planning, cash flow, college savings, estate planning, insurance, investments, retirement, risk management, and tax planning. Financial planning is offered on an ongoing or project basis.
Assets Under Management$5.5M
Clients36
Advisors1
Avg. per Client$150K
Avg. per Advisor$5.5M
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.10% |
| $1.0M - $3.0M | 1.00% |
| $3.0M - $5.0M | 0.90% |
| $5.0M - $10.0M | 0.80% |
| $10M+ | 0.80% |
Fees are negotiable for accounts over $10,000,000.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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