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How does the advisor help clients – Key Takeaways:
Spillane Financial Planning, Inc. is a respected financial planning firm that offers a wide range of services to help clients achieve their financial goals. The firm works with individuals, families, and small businesses to provide customized financial plans and ongoing support. With a team of dedicated and knowledgeable advisors, Spillane Financial Planning, Inc. is committed to helping clients navigate the complexities of the financial world.
Facts and Insights
Founded in 2007, Spillane Financial Planning, Inc. has been in business for over 13 years. During this time, the firm has built a strong reputation for providing sound financial advice and exceptional customer service. As of 2020, the firm manages over $50 million in assets for its clients.
Assets Under Management, Number of Advisors and Time in Business:
| Year Founded | Assets Under Management | Number of Advisors |
|---|---|---|
| 2007 | $50 million+ | 5 |
Financial Services Offered
Spillane Financial Planning, Inc. offers a comprehensive range of financial services to help clients achieve their financial goals. These services include:
- Retirement planning
- Investment management
- Estate planning
- Tax planning
- Insurance and risk management
Client Types
The firm works with a diverse client base, including:
- Individuals
- Families
- Small business owners
- High net worth individuals
Fees & Compensation
Spillane Financial Planning, Inc. operates on a fee-only basis, meaning that the firm is compensated solely by the fees paid by its clients. This approach ensures that the firm’s advisors act in the best interest of their clients, without being influenced by commissions or incentives from third-party providers. Fees for services are based on a percentage of assets under management, allowing the firm to align its fees with the success of its clients’ investments.
Background
The founder of Spillane Financial Planning, Inc., John Spillane, has over 20 years of experience in the financial industry. He is a Certified Financial Planner™ professional and holds a Bachelor’s degree in Business Administration from the University of Notre Dame. John is also an active member of several industry organizations, including the National Association of Personal Financial Advisors (NAPFA) and the Financial Planning Association (FPA).
Financial Advisor Disclosures to Know
As a registered investment advisor, Spillane Financial Planning, Inc. is required to disclose any potential conflicts of interest to its clients. This includes any relationships with third-party providers or any compensation received for recommending specific financial products. Advisors at the firm are also held to a fiduciary standard, meaning that they must act in the best interest of their clients at all times.
Overall, Spillane Financial Planning, Inc. is a reputable and experienced financial planning firm that provides tailored solutions to help clients achieve their financial goals. With a commitment to transparency, unbiased advice, and personalized service, the firm is a trusted partner for individuals, families, and small businesses seeking financial guidance.