A complete list of active advisors currently associated with Spahn Wealth & Retirement LLC

Warmer can help you find a great advisor at Spahn Wealth & Retirement LLC or one who fits your needs even better.

The firm provides discretionary portfolio management primarily to individual and high‑net‑worth clients, delivering customized asset allocations and portfolio construction aimed at long‑term growth and income. It incorporates limited aspects of financial planning into its investment services but does not prepare standalone comprehensive financial plans. Its investment approach blends Modern Portfolio Theory with fundamental analysis, pursuing diversified asset allocation with tactical drift and typically implementing strategies through common stocks, mutual funds, passively managed ETFs, and suitable fixed‑income holdings. The adviser operates with discretionary authority, aggregates household accounts for billing, may aggregate trades for execution, and uses an institutional custody platform (Charles Schwab Advisor Services) and related institutional support services. Distinctive features include a single CFP‑designated adviser who serves as the firm’s sole investment advisor representative and chief compliance officer, managing approximately $181 million in discretionary assets across about 133 clients, which results in a relatively high assets‑per‑adviser profile for a small boutique. The firm has stopped recommending third‑party alternative investments (while some legacy positions remain), discloses the potential use of Bitcoin ETFs for suitable clients, and serves as an ERISA fiduciary for retirement accounts while leaving proxy‑voting decisions to clients.

To learn more about the advisors currently working at Spahn Wealth & Retirement LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
Kyle Spahn	Scottsdale, AZ	18

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