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SPENCER FINANCIAL PLANNING, LLC – Your Trusted Financial Expert
Founded in 2005, SPENCER FINANCIAL PLANNING, LLC is a renowned financial planning firm that has been providing expert financial advice to clients for over 15 years. Headquartered in New York City, with branches across the country, SPENCER FINANCIAL PLANNING, LLC has established itself as a trusted and reliable source for personalized financial planning services.
How does the advisor help clients – Key Takeaways:
- Provides personalized and comprehensive financial planning services
- Offers expert advice and guidance to help clients achieve their financial goals
- Uses a client-first approach to create customized financial plans
- Strives to empower and educate clients to make informed financial decisions
Facts and Insights:
SPENCER FINANCIAL PLANNING, LLC has over 2,500 satisfied clients and manages more than $500 million in assets. The firm’s team of 10 experienced and certified financial advisors have a combined experience of over 100 years in the financial industry. This ensures that clients receive expert advice and guidance for their specific financial needs.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | 15 years |
Financial Services Offered:
- Comprehensive financial planning
- Retirement planning
- Investment management
- Tax planning and preparation
- Estate planning
- Insurance planning and risk management
Client Types:
SPENCER FINANCIAL PLANNING, LLC caters to individuals, families, and small businesses from various industries and backgrounds. No matter your financial situation, their team of experts can help create a customized and personalized plan to meet your specific needs and goals.
Fee & Compensation:
SPENCER FINANCIAL PLANNING, LLC operates on a fee-only basis, meaning they do not receive any commissions or compensation from any products or services recommended. This ensures that their advice is unbiased and solely focused on their clients’ best interests. Their fees are transparent and based on the services provided, with no hidden charges.
Background:
SPENCER FINANCIAL PLANNING, LLC was founded by John Spencer, a Certified Financial Planner (CFP) with over 30 years of experience in the financial industry. His passion and dedication to helping clients achieve their financial goals have led to the firm’s success and growth over the years. The firm’s team of advisors hold various certifications and licenses, demonstrating their expertise and knowledge in the financial industry.
Financial Advisor Disclosures to Know:
As a registered investment advisory firm, SPENCER FINANCIAL PLANNING, LLC is committed to transparency and upholding ethical standards. Clients can access their Form ADV, which includes important disclosures about the firm’s business practices, fees, and potential conflicts of interest. Additionally, all of their advisors are required to comply with the fiduciary standard, meaning they must act in their clients’ best interests at all times.
In Conclusion
SPENCER FINANCIAL PLANNING, LLC continues to be a trusted and reliable source for personalized financial planning services. Their team of experts, commitment to their clients, and transparent business practices have made them a top choice for individuals and businesses seeking sound financial advice.