Spartan Planning Group
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$359,815,110
Clients
196
Advisors
3
of 5 employees
About
Spartan Planning Group works primarily with individual and high-net-worth households, as well as small businesses, trusts and employee benefit plans, offering integrated financial planning and wealth management services including portfolio management and pension consulting. Typical clients have investable assets in the mid-to-upper range and the firm combines planning and implementation through a defined six-step CFP®-based process.
The firm tailors advice to each client’s objectives and risk profile and uses ETFs, mutual funds and individual securities as core investments, providing both discretionary and non-discretionary portfolio management. As disclosed in the brochure, Spartan continuously managed $198,729,544 on a discretionary basis and $184,952,031 on a non-discretionary basis as of December 31, 2025, reflecting an unusually large non-discretionary component relative to many peers.
Distinctive operational features include use of third‑party tools and sub-advisors—Spartan recommends Blueprint as a sub‑advisor and uses the Pontera platform to manage held-away defined contribution accounts while avoiding custody. The firm is fee-only, declines to vote client proxies, and documents a practice of monitoring accounts at least quarterly and engaging with plan sponsors on pension consulting and participant education.
Client services
Expertise
Occupation focus
Fee options
Financial planning fees typically range from $1,500 to $5,000
$0 - $1,000,000: 1.25% $1,000,001 - $3,000,000: 0.95% $3,000,001 - $5,000,000: 0.75% $5,000,001+: 0.55%
Account minimum: $500,000 Minimum fee: $6,000 annually Fee-only: Fee-Only (no commissions)
Main office
1931 New Garden Rd, Ste 220
Greensboro NC 27410
Advisors at this office
3
Most active in
Georgia · North Carolina
Also doing business as
Spartan Planning & Wealth Management · Spartan Planning & Wealth Management, LLC · Spartan Planning Group
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
David C
CFP®
Greensboro, NC
Spartan Planning Group
David Childs is a CFP® professional with 13 years of industry experience, currently serving at Spartan Planning Group since 2012. He also has a longstanding role at The Oechsli Institute beginning in 2010. Outside of his financial advisory work, Childs is president of DCP Coaching, a consulting business focused on business growth, cash flow, and efficiency management. Spartan Planning Group is a team-based firm that provides integrated financial planning, wealth and portfolio management, and pension consulting services to individuals, small businesses, trusts, and employee benefit plans. The firm employs tailored investment strategies using ETFs, mutual funds, individual equities, and sub-advisers, and manages approximately $167 million in discretionary assets as of year-end 2024.
Richard D
Series 65
Greensboro, NC
Spartan Planning Group
Richard Dexter is a financial advisor at Spartan Planning Group with two years of industry experience. He holds a Series 65 designation and previously worked at Intelligent Visibility and Sirius Computer Solutions. Richard is based in Greensboro, NC. Spartan Planning Group serves individuals, small businesses, trusts, and employee benefit plans by offering integrated financial planning, wealth and portfolio management, and pension consulting services. The firm employs a fee-only model and uses a combination of ETFs, mutual funds, individual equities, sub-advisers, and model portfolios to tailor investment advice.
Ira R
Series 63, Series 65
Greensboro, NC
Spartan Planning Group
Ira Ross is a financial advisor at Spartan Planning Group in Greensboro, NC, with 18 years of industry experience. He holds the Series 63 and Series 65 designations and has been with Spartan Planning & Wealth Management, LLC since 2015. Spartan Planning Group serves individual and high-net-worth households, as well as small businesses, trusts, and employee benefit plans, offering integrated financial planning and wealth management services. The firm uses a CFP®-based six-step process and combines discretionary and non-discretionary portfolio management, utilizing ETFs, mutual funds, and individual securities tailored to clients' objectives and risk profiles.
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.
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. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)