Reframe Wealth Strategies

Fee-Only (% of Portfolio)

ReFrame Wealth Strategies is a state-registered wealth management firm located in Harrison, Arkansas, serving clients across the United States. Founded in December 2025 and led by Logan Spaw, the firm focuses primarily on individuals and families who are within five years of retirement or already retired, typically with investable assets between $500,000 and $3,000,000. ReFrame takes a goals-first, life-first approach, combining ongoing financial planning with discretionary investment portfolio management. The firm's comprehensive services include retirement income planning, investment planning, asset allocation, Social Security timing, Roth conversion analysis, tax planning coordination, estate planning coordination, insurance needs analysis, education savings planning, and business succession planning. ReFrame uses fundamental analysis and modern portfolio theory, investing primarily in exchange-traded funds, mutual funds, fixed income securities, individual equities, and cash equivalents. The firm generally requires a minimum relationship size of $500,000.

Assets Under Management$0
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$0

Fee Structure

Minimum Investment:$500K
Planning is included in investment management
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.75%

Fees are charged up to 1.75% annually based on complexity, asset level, and relationship size. Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...
Location

1 Advisors at this firm

Reframe Wealth Strategies - Fees, AUM & Advisors | TrueAdvisor