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.
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.75% |
Fees are charged up to 1.75% annually based on complexity, asset level, and relationship size. Fees are negotiable.