A complete list of active advisors currently associated with Spartan Planning Group

Warmer can help you find a great advisor at Spartan Planning Group or one who fits your needs even better.

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.

To learn more about the advisors currently working at Spartan Planning Group, 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.