A complete list of active advisors currently associated with SpendItRight LLC

Warmer can help you find a great advisor at SpendItRight LLC or one who fits your needs even better.

SpendItRight LLC provides fee-only financial advisory and investment management services to individuals and families, with a stated emphasis on working with women during significant financial decisions or transitions. The firm delivers most advisory work on an hourly or project basis and offers specialized services including divorce-related financial analysis (CDFA®), real estate financial analysis, and educational seminars. In its advisory process SpendItRight applies scenario modeling and a mix of fundamental, technical, and portfolio construction techniques informed by modern portfolio theory to tailor recommendations to a client’s objectives and risk tolerance. For implementation the firm may use mutual funds, ETFs, model portfolios, or unaffiliated outside managers and can manage accounts on a discretionary or non‑discretionary basis under a flat annual fee arrangement rather than a percentage-of-AUM charge. What is noteworthy relative to many peers is the firm’s combination of public educational seminars and routine hourly/project billing, both of which are uncommon among investment managers, along with its practice of selecting and overseeing third‑party advisers as part of its service. The firm also distinguishes its offering by explicitly separating limited-scope advisory engagements from optional ongoing investment management, capping the scope of AUM it will accept and incorporating divorce- and real-estate-focused financial analysis into its service mix.

To learn more about the advisors currently working at SpendItRight 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.