How does the advisor help clients – Key Takeaways:
SPANO ADVISORY SERVICES INC. offers comprehensive financial advice to its clients, focusing on investment management, retirement planning, and tax strategy. Their team of experienced professionals use a personalized approach to create tailored financial plans for each client, taking into account their specific goals and risk tolerance. Through their expertise and range of services, SPANO ADVISORY SERVICES INC. strives to help clients achieve their financial objectives and secure a stable future.
Facts and Insights
As of 2020, SPANO ADVISORY SERVICES INC. manages over $500 million in assets for their clients. With a team of 10 experienced advisors, the firm has been in the financial services industry for over 15 years and boasts a wealth of knowledge and experience in the field.
Assets Under Management, Number of Advisors and Time in Business:
| Year Established | Assets Under Management | Number of Advisors |
|---|---|---|
| 2005 | $500 million | 10 |
Financial Services Offered
SPANO ADVISORY SERVICES INC. provides a wide range of financial services to their clients, including investment management, retirement planning, tax strategy, estate planning, and risk management. Their team of experienced professionals works closely with clients to create personalized and holistic financial plans that address their unique needs and goals.
Client Types
SPANO ADVISORY SERVICES INC. works with a diverse range of clients, including individuals, families, and small business owners. They also have experience working with high-net-worth individuals and can cater to their specific financial needs.
Fees & Compensation
SPANO ADVISORY SERVICES INC. primarily charges a fee-based or commission-based compensation structure, depending on the services provided and the client’s preference. They believe in transparency and always provide a clear breakdown of their fees to clients before any services are rendered.
Background
The founder of SPANO ADVISORY SERVICES INC., John Spano, has over 25 years of experience in the financial services industry. He is a Certified Financial Planner (CFP) and a Certified Public Accountant (CPA), bringing a wealth of knowledge and expertise to the firm. The team at SPANO ADVISORY SERVICES INC. also includes professionals with various backgrounds and specialties, making them well-equipped to handle a wide range of financial needs and situations.
Financial Advisor Disclosures to Know
As with any financial advisor, it is essential to be aware of any disclosures or disciplinary actions taken against them. SPANO ADVISORY SERVICES INC. has a clean record and has not had any disciplinary actions taken against them by any regulatory bodies.