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 |
|---|---|---|
Scottsdale, AZ
| 18
|
Not sure where to start?
We'll help you think it through — whether you ultimately need an advisor or not.
Warmer helps you compare advisors clearly — so you can choose with confidence.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")