A complete list of active advisors currently associated with Spano Advisory Services Inc.

Warmer can help you find a great advisor at Spano Advisory Services Inc. or one who fits your needs even better.

Spano Advisory Services, Inc. provides discretionary portfolio management and consultative financial planning to individuals, high-net-worth clients, trusts, estates, charitable organizations, corporations and pension or profit-sharing plans. The firm manages roughly $41.0 million for about 38 clients and offers account management alongside hourly financial planning engagements. The firm applies fundamental analysis to select equities, bonds, ETFs and mutual funds and implements both long- and short-term purchase strategies, with clients able to impose reasonable restrictions on their portfolios. Accounts are managed on a discretionary basis with daily monitoring; the firm also occasionally recommends third-party investment advisers and delivers written planning reports at the conclusion of engagements. Notable aspects include the principal’s concurrent operation of an accounting practice and licensure as a life and health insurance agent, which enables the firm to offer insurance product sales and accounting referrals in addition to investment advice; these affiliations and potential commissions are disclosed and addressed through the firm’s Code of Ethics and client disclosures. It is also uncommon for a solo independent adviser to serve pension/profit-sharing and other institutional clients and to sometimes receive portions of third-party manager fees—arrangements the firm discloses and permits clients to accept or decline.

To learn more about the advisors currently working at Spano Advisory Services Inc., 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.