How does the advisor help clients – Key Takeaways:
Spurr Financial Planning, Inc. has been providing financial planning and investment management services to its clients since its establishment in 1998. Although the company does not openly state it, it is clear through their services and expertise that they act as financial advisors to their clients. Through their specialized services, Spurr Financial Planning, Inc. aims to help clients achieve their financial goals and secure their financial future.
Facts and Insights:
Here are some key facts and insights about Spurr Financial Planning, Inc.:
| Assets Under Management | Number of Advisors | Time in Business |
|:———————–:|:——————-:|:—————–:|
| $350 million+ | 5 – 10 | 23 years |
Financial Services Offered:
Spurr Financial Planning, Inc. offers a range of financial services including but not limited to:
– Financial Planning: This includes creating personalized financial plans, retirement planning, college planning, and estate planning.
– Investment Management: This includes building and managing investment portfolios, monitoring and adjusting investments, and providing investment advice.
– Tax Planning: This includes minimizing tax liability and helping clients make tax-efficient financial decisions.
– Insurance Planning: This includes assessing insurance needs and providing recommendations for insurance coverage.
– Employee Benefit Planning: This includes optimizing and maximizing employee benefits for clients.
Client Types:
Spurr Financial Planning, Inc. primarily caters to the following types of clients:
– Individuals and families
– High net worth individuals
– Business owners
– Professionals and executives
– Retirement plan participants
Fees & Compensation:
Spurr Financial Planning, Inc. follows a fee-only compensation structure, which means they only receive compensation from their clients and do not earn from commissions or sales of financial products. The company charges clients based on a percentage of their assets under management, which ranges from 0.50% to 1.00%.
Background:
Spurr Financial Planning, Inc. was founded in 1998 by John Spurr, a certified financial planner (CFP). The company is headquartered in Texas and also has offices in California. The team at Spurr Financial Planning, Inc. consists of experienced and knowledgeable financial advisors who are dedicated to providing excellent service to their clients.
Financial Advisor Disclosures to Know:
Here are some important disclosures to know about Spurr Financial Planning, Inc.:
– The company has no regulatory sanctions or disciplinary actions.
– The company has no reported legal or criminal actions.
– There are no conflicts of interest reported by the company.
– The company does not disclose any financial misconduct.